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Acrospire Investment Management’s Donaldson DCI Stock Holding History

Acrospire Investment Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-800
Closed -$36K – 389
2017
Q2 		$36K Sell
800
-2,300
-74% -$106K 0.03% 1150
2017
Q1 		$141K Sell
3,100
-7,400
-70% -$320K 0.12% 139
2016
Q4 		$442K Buy
+10,500
New +$417K 0.18% 33
2016
Q3 		– Sell
-200
Closed -$7K – 2001
2016
Q2 		$7K Buy
+200
New +$6.68K 0.01% 1805

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Acrospire Investment Management's DCI Position: Q3 2017 in Review

Acrospire Investment Management sold out of Donaldson (DCI) in Q3 2017, closing a stake of 800 shares — an estimated $36K sold.

Acrospire Investment Management first reported a position in DCI in Q2 2016 and held it in 4 quarters. The position peaked at $442K in Q4 2016. 337 funds tracked by Wall St. Rank hold DCI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Donaldson position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 800 Donaldson shares in Q3 2017, an estimated $36K.
  • Acrospire Investment Management first reported a position in Donaldson in Q2 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Donaldson position peaked at $442K in Q4 2016.
  • 337 funds tracked by Wall St. Rank held Donaldson as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.