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Avantax Planning Partners’s Donaldson DCI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,537
Closed -$148K – 489
2018
Q3 		$148K Buy
+2,537
New +$127K 0.01% 275
2018
Q2 		– Sell
-2,602
Closed -$117K – 515
2018
Q1 		$117K Buy
+2,602
New +$125K 0.01% 387

Other funds holding DCI

Vanguard Group
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Avantax Planning Partners's DCI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Donaldson (DCI) in Q4 2018, closing a stake of 2,537 shares — an estimated $148K sold.

Avantax Planning Partners first reported a position in DCI in Q1 2018 and held it in 2 quarters. The position peaked at $148K in Q3 2018. 371 funds tracked by Wall St. Rank hold DCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Donaldson position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,537 Donaldson shares in Q4 2018, an estimated $148K.
  • Avantax Planning Partners first reported a position in Donaldson in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Donaldson position peaked at $148K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Donaldson as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.