Archford Capital Strategies’s Dorman Products DORM Stock Holding History

Archford Capital Strategies’s Portfolio DORM Stock Details DORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-50	Closed	-$3K	–	566
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	526
2018 Q1	$3K	Buy	+50	New	+$3.56K	﹤0.01%	453
2017 Q2	–	Sell	-50	Closed	-$4K	–	306
2017 Q1	$4K	Sell	50 -9	-15%	-$668	﹤0.01%	492
2016 Q4	$4K	Hold	59	–	–	﹤0.01%	421
2016 Q3	$3K	Sell	59 -59	-50%	-$3.63K	﹤0.01%	460
2016 Q2	$6K	Buy	+118	New	+$6.34K	﹤0.01%	443
2016 Q1	–	Sell	-96	Closed	-$6K	–	284
2015 Q4	$6K	Hold	96	–	–	﹤0.01%	515
2015 Q3	$4K	Buy	96 +48	+100%	+$2.4K	﹤0.01%	460
2015 Q2	$2K	Buy	48 +12	+33%	+$585	﹤0.01%	483
2015 Q1	$1.79K	Hold	36	–	–	﹤0.01%	551
2014 Q4	$2K	Hold	36	–	–	﹤0.01%	510
2014 Q3	$1K	Hold	36	–	–	﹤0.01%	604
2014 Q2	$1.77K	Buy	+36	New	+$1.96K	﹤0.01%	707

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Archford Capital Strategies's DORM Position: Q3 2018 in Review

Archford Capital Strategies sold out of Dorman Products (DORM) in Q3 2018, closing a stake of 50 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in DORM in Q2 2014 and held it in 13 quarters. The position peaked at $6K in Q2 2016. 229 funds tracked by Wall St. Rank hold DORM as of Q3 2018.

Archford Capital Strategies reported no remaining Dorman Products position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 50 Dorman Products shares in Q3 2018, an estimated $3K.
Archford Capital Strategies first reported a position in Dorman Products in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Dorman Products position peaked at $6K in Q2 2016.
229 funds tracked by Wall St. Rank held Dorman Products as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.