Assured Investment Management’s Douglas Dynamics PLOW Stock Holding History

Assured Investment Management’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
2019 Q2	–	Sell	-9,950	Closed	-$379K	–	632
2019 Q1	$379K	Buy	+9,950	New	+$371K	﹤0.01%	661
2018 Q4	–	Sell	-23,925	Closed	-$1.05M	–	1284
2018 Q3	$1.05M	Sell	23,925 -10,776	-31%	-$501K	0.02%	548
2018 Q2	$1.67M	Buy	34,701 +18,003	+108%	+$814K	0.03%	438
2018 Q1	$724K	Buy	+16,698	New	+$693K	0.02%	654

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Assured Investment Management's PLOW Position: Q2 2019 in Review

Assured Investment Management sold out of Douglas Dynamics (PLOW) in Q2 2019, closing a stake of 9,950 shares — an estimated $379K sold.

Assured Investment Management first reported a position in PLOW in Q1 2018 and held it in 4 quarters. The position peaked at $1.67M in Q2 2018. 134 funds tracked by Wall St. Rank hold PLOW as of Q2 2019.

Assured Investment Management reported no remaining Douglas Dynamics position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 9,950 Douglas Dynamics shares in Q2 2019, an estimated $379K.
Assured Investment Management first reported a position in Douglas Dynamics in Q1 2018 and held it in 4 quarters.
Assured Investment Management's Douglas Dynamics position peaked at $1.67M in Q2 2018.
134 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.