ACI
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Advance Capital I’s Donaldson DCI Stock Holding History

Advance Capital I’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
2013
Q4 		– Sell
-9,200
Closed -$351K – 293
2013
Q3 		$351K Hold
9,200
– – 0.18% 255
2013
Q2 		$328K Buy
+9,200
New +$334K 0.16% 249

Other funds holding DCI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advance Capital I's DCI Position: Q4 2013 in Review

Advance Capital I sold out of Donaldson (DCI) in Q4 2013, closing a stake of 9,200 shares — an estimated $351K sold.

Advance Capital I first reported a position in DCI in Q2 2013 and held it in 2 quarters. The position peaked at $351K in Q3 2013. 314 funds tracked by Wall St. Rank hold DCI as of Q4 2013.

  • Advance Capital I reported no remaining Donaldson position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 9,200 Donaldson shares in Q4 2013, an estimated $351K.
  • Advance Capital I first reported a position in Donaldson in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's Donaldson position peaked at $351K in Q3 2013.
  • 314 funds tracked by Wall St. Rank held Donaldson as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.