AGF Investments LLC’s Donaldson DCI Stock Holding History

AGF Investments LLC’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 Q1	–	Sell	-234	Closed	-$10K	–	769
2016 Q4	$10K	Buy	+234	New	+$9.28K	﹤0.01%	583

Other funds holding DCI

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AGF Investments LLC's DCI Position: Q1 2017 in Review

AGF Investments LLC sold out of Donaldson (DCI) in Q1 2017, closing a stake of 234 shares — an estimated $10K sold.

AGF Investments LLC first reported a position in DCI in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 351 funds tracked by Wall St. Rank hold DCI as of Q1 2017.

AGF Investments LLC reported no remaining Donaldson position as of Q1 2017 after selling out during the quarter.
AGF Investments LLC sold 234 Donaldson shares in Q1 2017, an estimated $10K.
AGF Investments LLC first reported a position in Donaldson in Q4 2016 and held it in 1 quarter.
AGF Investments LLC's Donaldson position peaked at $10K in Q4 2016.
351 funds tracked by Wall St. Rank held Donaldson as of Q1 2017.

Based on AGF Investments LLC's 13F filing for Q1 2017, filed 8 May 2017.