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Bell Rock Capital’s Dow Inc DOW Stock Holding History

Bell Rock Capital’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,109
Closed -$168K – 122
2019
Q4 		$168K Sell
3,109
-110
-3% -$5.68K 0.14% 119
2019
Q3 		$154K Sell
3,219
-2,462
-43% -$115K 0.14% 118
2019
Q2 		$282K Buy
+5,681
New +$300K 0.25% 78

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Rock Capital's DOW Position: Q1 2020 in Review

Bell Rock Capital sold out of Dow Inc (DOW) in Q1 2020, closing a stake of 3,109 shares — an estimated $168K sold.

Bell Rock Capital first reported a position in DOW in Q2 2019 and held it in 3 quarters. The position peaked at $282K in Q2 2019. 1,083 funds tracked by Wall St. Rank hold DOW as of Q1 2020.

  • Bell Rock Capital reported no remaining Dow Inc position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 3,109 Dow Inc shares in Q1 2020, an estimated $168K.
  • Bell Rock Capital first reported a position in Dow Inc in Q2 2019 and held it in 3 quarters.
  • Bell Rock Capital's Dow Inc position peaked at $282K in Q2 2019.
  • 1,083 funds tracked by Wall St. Rank held Dow Inc as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.