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Yellowstone Partners’s Dominion Energy D Stock Holding History

Yellowstone Partners’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
2017
Q4 		$594K Sell
7,333
-54
-0.7% -$4.38K 0.34% 73
2017
Q3 		$568K Buy
+7,387
New +$574K 0.3% 88
2016
Q3 		$680K Buy
9,157
+927
+11% +$70.6K 0.25% 99
2016
Q2 		$641K Buy
8,230
+1,222
+17% +$88.7K 0.28% 90
2016
Q1 		$526K Buy
7,008
+909
+15% +$64.3K 0.23% 97
2015
Q4 		$413K Buy
+6,099
New +$421K 0.19% 101

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Yellowstone Partners's D Position: Q4 2017 in Review

Yellowstone Partners reduced its Dominion Energy (D) stake by 0.73% in Q4 2017, selling an estimated $4.38K and leaving 7,333 shares worth $594K. The position accounts for 0.34% of the portfolio, ranked #73.

Yellowstone Partners first reported a position in D in Q4 2015 and has held it in 6 quarters since. The position peaked at $680K in Q3 2016. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • Yellowstone Partners held 7,333 shares of Dominion Energy worth $594K as of Q4 2017.
  • Yellowstone Partners sold 54 Dominion Energy shares in Q4 2017, an estimated $4.38K.
  • Dominion Energy made up 0.34% of Yellowstone Partners's portfolio in Q4 2017, its #73 holding.
  • Yellowstone Partners first reported a position in Dominion Energy in Q4 2015 and has held it in 6 quarters since.
  • Yellowstone Partners's Dominion Energy position peaked at $680K in Q3 2016.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.