Woodmont Investment Counsel’s Dominion Energy D Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-25	Closed	-$2K	–	282
2016 Q3	$2K	Buy	+25	New	+$1.91K	﹤0.01%	638
2016 Q2	–	Sell	-25	Closed	-$2K	–	241
2016 Q1	$2K	Hold	25	–	–	﹤0.01%	489
2015 Q4	$2K	Hold	25	–	–	﹤0.01%	500
2015 Q3	$2K	Sell	25 -25	-50%	-$1.76K	﹤0.01%	498
2015 Q2	$3K	Buy	+50	New	+$3.52K	﹤0.01%	489

Other funds holding D

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Woodmont Investment Counsel's D Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Dominion Energy (D) in Q4 2016, closing a stake of 25 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in D in Q2 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2015. 1,020 funds tracked by Wall St. Rank hold D as of Q4 2016.

Woodmont Investment Counsel reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 25 Dominion Energy shares in Q4 2016, an estimated $2K.
Woodmont Investment Counsel first reported a position in Dominion Energy in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Dominion Energy position peaked at $3K in Q2 2015.
1,020 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.