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Ada Investment Management’s Donaldson DCI Stock Holding History

Ada 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
2015
Q4 		– Sell
-7,767
Closed -$223K – 421
2015
Q3 		$223K Buy
+7,767
New +$249K 0.11% 363

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Ada Investment Management's DCI Position: Q4 2015 in Review

Ada Investment Management sold out of Donaldson (DCI) in Q4 2015, closing a stake of 7,767 shares — an estimated $223K sold.

Ada Investment Management first reported a position in DCI in Q3 2015 and held it in 1 quarter. The position peaked at $223K in Q3 2015. 298 funds tracked by Wall St. Rank hold DCI as of Q4 2015.

  • Ada Investment Management reported no remaining Donaldson position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 7,767 Donaldson shares in Q4 2015, an estimated $223K.
  • Ada Investment Management first reported a position in Donaldson in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Donaldson position peaked at $223K in Q3 2015.
  • 298 funds tracked by Wall St. Rank held Donaldson as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.