ACS
DCI icon

Archford Capital Strategies’s Donaldson DCI Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-44
Closed -$1.66K – 693
2015
Q1 		$1.66K Hold
44
– – ﹤0.01% 569
2014
Q4 		$2K Hold
44
– – ﹤0.01% 507
2014
Q3 		$2K Hold
44
– – ﹤0.01% 496
2014
Q2 		$1.86K Buy
+44
New +$1.84K ﹤0.01% 702

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 $127B AUM 32.55% 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 $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Archford Capital Strategies's DCI Position: Q2 2015 in Review

Archford Capital Strategies sold out of Donaldson (DCI) in Q2 2015, closing a stake of 44 shares — an estimated $1.66K sold.

Archford Capital Strategies first reported a position in DCI in Q2 2014 and held it in 4 quarters. The position peaked at $2K in Q4 2014. 290 funds tracked by Wall St. Rank hold DCI as of Q2 2015.

  • Archford Capital Strategies reported no remaining Donaldson position as of Q2 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 44 Donaldson shares in Q2 2015, an estimated $1.66K.
  • Archford Capital Strategies first reported a position in Donaldson in Q2 2014 and held it in 4 quarters.
  • Archford Capital Strategies's Donaldson position peaked at $2K in Q4 2014.
  • 290 funds tracked by Wall St. Rank held Donaldson as of Q2 2015.

Based on Archford Capital Strategies's 13F filing for Q2 2015, filed 12 Aug 2015.