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Affinity Investment Advisors’s Douglas Dynamics PLOW Stock Holding History

Affinity Investment Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,638
Closed -$276K – 159
2016
Q3 		$276K Sell
8,638
-1,660
-16% -$49.7K 0.02% 131
2016
Q2 		$265K Buy
+10,298
New +$231K 0.02% 141

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Affinity Investment Advisors's PLOW Position: Q4 2016 in Review

Affinity Investment Advisors sold out of Douglas Dynamics (PLOW) in Q4 2016, closing a stake of 8,638 shares — an estimated $276K sold.

Affinity Investment Advisors first reported a position in PLOW in Q2 2016 and held it in 2 quarters. The position peaked at $276K in Q3 2016. 149 funds tracked by Wall St. Rank hold PLOW as of Q4 2016.

  • Affinity Investment Advisors reported no remaining Douglas Dynamics position as of Q4 2016 after selling out during the quarter.
  • Affinity Investment Advisors sold 8,638 Douglas Dynamics shares in Q4 2016, an estimated $276K.
  • Affinity Investment Advisors first reported a position in Douglas Dynamics in Q2 2016 and held it in 2 quarters.
  • Affinity Investment Advisors's Douglas Dynamics position peaked at $276K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2016.

Based on Affinity Investment Advisors's 13F filing for Q4 2016, filed 7 Feb 2017.