Bartlett & Co Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-401	Closed	-$57.2K	–	770
2018 Q4	$57.2K	Hold	401	–	–	﹤0.01%	396
2018 Q3	$57.1K	Buy	401 +25	+7%	+$3.4K	﹤0.01%	417
2018 Q2	$46.1K	Hold	376	–	–	﹤0.01%	436
2018 Q1	$44K	Buy	+376	New	+$45.7K	﹤0.01%	444

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Bartlett & Co Wealth Management's DNB Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Dun & Bradstreet (DNB) in Q1 2019, closing a stake of 401 shares — an estimated $57.2K sold.

Bartlett & Co Wealth Management first reported a position in DNB in Q1 2018 and held it in 4 quarters. The position peaked at $57.2K in Q4 2018. 1 fund tracked by Wall St. Rank holds DNB as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining Dun & Bradstreet position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 401 Dun & Bradstreet shares in Q1 2019, an estimated $57.2K.
Bartlett & Co Wealth Management first reported a position in Dun & Bradstreet in Q1 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's Dun & Bradstreet position peaked at $57.2K in Q4 2018.
1 fund tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.