BerganKDV Wealth Management’s NTT DOCOMO, Inc. DCM Stock Holding History

BerganKDV Wealth Management’s Portfolio DCM Stock Details DCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-67,114	Closed	-$1.72M	–	660
2018 Q1	$1.72M	Buy	67,114 +1,249	+2%	+$31.3K	0.47%	40
2017 Q4	$1.57M	Buy	65,865 +1,095	+2%	+$26.6K	0.37%	47
2017 Q3	$1.48M	Sell	64,770 -270	-0.4%	-$6.28K	0.37%	49
2017 Q2	$1.54M	Buy	65,040 +642	+1%	+$15.5K	0.44%	44
2017 Q1	$1.5M	Buy	64,398 +2,561	+4%	+$61K	0.45%	41
2016 Q4	$1.41M	Buy	61,837 +1,091	+2%	+$25.7K	0.47%	40
2016 Q3	$1.54M	Sell	60,746 -4,158	-6%	-$110K	0.53%	32
2016 Q2	$1.75M	Buy	64,904 +10,383	+19%	+$260K	0.75%	27
2016 Q1	$1.24M	Buy	+54,521	New	+$1.22M	0.75%	33

Other funds holding DCM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

BerganKDV Wealth Management's DCM Position: Q2 2018 in Review

BerganKDV Wealth Management sold out of NTT DOCOMO, Inc. (DCM) in Q2 2018, closing a stake of 67,114 shares — an estimated $1.72M sold.

BerganKDV Wealth Management first reported a position in DCM in Q1 2016 and held it in 9 quarters. The position peaked at $1.75M in Q2 2016. 43 funds tracked by Wall St. Rank hold DCM as of Q2 2018.

BerganKDV Wealth Management reported no remaining NTT DOCOMO, Inc. position as of Q2 2018 after selling out during the quarter.
BerganKDV Wealth Management sold 67,114 NTT DOCOMO, Inc. shares in Q2 2018, an estimated $1.72M.
BerganKDV Wealth Management first reported a position in NTT DOCOMO, Inc. in Q1 2016 and held it in 9 quarters.
BerganKDV Wealth Management's NTT DOCOMO, Inc. position peaked at $1.75M in Q2 2016.
43 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q2 2018.

Based on BerganKDV Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.