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Atria Investments’s Douglas Dynamics PLOW Stock Holding History

Atria Investments’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
Q1 		– Sell
-8,269
Closed -$297K – 1005
2018
Q4 		$297K Sell
8,269
-1,513
-15% -$59.3K 0.01% 655
2018
Q3 		$429K Buy
9,782
+1,076
+12% +$50.1K 0.02% 640
2018
Q2 		$418K Buy
8,706
+1,829
+27% +$82.7K 0.02% 624
2018
Q1 		$298K Sell
6,877
-750
-10% -$31.1K 0.01% 682
2017
Q4 		$288K Sell
7,627
-183
-2% -$7.31K 0.01% 667
2017
Q3 		$308K Buy
7,810
+133
+2% +$4.54K 0.02% 600
2017
Q2 		$253K Buy
7,677
+112
+1% +$3.46K 0.02% 617
2017
Q1 		$232K Sell
7,565
-197
-3% -$6.39K 0.02% 599
2016
Q4 		$261K Buy
7,762
+1,147
+17% +$36.5K 0.02% 514
2016
Q3 		$211K Buy
+6,615
New +$198K 0.02% 497

Other funds holding PLOW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atria Investments's PLOW Position: Q1 2019 in Review

Atria Investments sold out of Douglas Dynamics (PLOW) in Q1 2019, closing a stake of 8,269 shares — an estimated $297K sold.

Atria Investments first reported a position in PLOW in Q3 2016 and held it in 10 quarters. The position peaked at $429K in Q3 2018. 144 funds tracked by Wall St. Rank hold PLOW as of Q1 2019.

  • Atria Investments reported no remaining Douglas Dynamics position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 8,269 Douglas Dynamics shares in Q1 2019, an estimated $297K.
  • Atria Investments first reported a position in Douglas Dynamics in Q3 2016 and held it in 10 quarters.
  • Atria Investments's Douglas Dynamics position peaked at $429K in Q3 2018.
  • 144 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.