BIG
DCI icon

Bellwether Investment Group’s Donaldson DCI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-99
Closed -$5K – 200
2017
Q1 		$5K Hold
99
– – 0.01% 614
2016
Q4 		$4K Buy
+99
New +$3.93K ﹤0.01% 815

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Bellwether Investment Group's DCI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Donaldson (DCI) in Q2 2017, closing a stake of 99 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in DCI in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 344 funds tracked by Wall St. Rank hold DCI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Donaldson position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 99 Donaldson shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Donaldson in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Donaldson position peaked at $5K in Q1 2017.
  • 344 funds tracked by Wall St. Rank held Donaldson as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.