Woodard & Company Asset Management Group’s Dominion Energy D Stock Holding History

Woodard & Company Asset Management Group’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$18K	–	65
2018 Q3	$18K	Hold	250	–	–	0.02%	133
2018 Q2	$17K	Hold	250	–	–	0.02%	124
2018 Q1	$17K	Hold	250	–	–	0.02%	127
2017 Q4	$20K	Buy	+250	New	+$20.3K	0.02%	137

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodard & Company Asset Management Group's D Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Dominion Energy (D) in Q4 2018, closing a stake of 250 shares — an estimated $18K sold.

Woodard & Company Asset Management Group first reported a position in D in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q4 2017. 1,257 funds tracked by Wall St. Rank hold D as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 250 Dominion Energy shares in Q4 2018, an estimated $18K.
Woodard & Company Asset Management Group first reported a position in Dominion Energy in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's Dominion Energy position peaked at $20K in Q4 2017.
1,257 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.