WP Advisors’s Dominion Energy D Stock Holding History

WP Advisors’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	-225	Closed	-$16K	–	102
2018 Q3	$16K	Buy	225 +3	+1%	+$212	0.01%	197
2018 Q2	$15K	Buy	+222	New	+$14.5K	0.01%	209

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

WP Advisors's D Position: Q4 2018 in Review

WP Advisors sold out of Dominion Energy (D) in Q4 2018, closing a stake of 225 shares — an estimated $16K sold.

WP Advisors first reported a position in D in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

WP Advisors reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 225 Dominion Energy shares in Q4 2018, an estimated $16K.
WP Advisors first reported a position in Dominion Energy in Q2 2018 and held it in 2 quarters.
WP Advisors's Dominion Energy position peaked at $16K in Q3 2018.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.