BCB
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Brian C. Broderick’s Donaldson DCI Stock Holding History

Brian C. Broderick’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
Q4 		– Sell
-10,050
Closed -$462K – 96
2017
Q3 		$462K Sell
10,050
-806
-7% -$37.3K 0.17% 73
2017
Q2 		$494K Sell
10,856
-300
-3% -$13.8K 0.18% 73
2017
Q1 		$508K Hold
11,156
– – 0.21% 69
2016
Q4 		$469K Hold
11,156
– – 0.2% 72
2016
Q3 		$416K Sell
11,156
-300
-3% -$10.9K 0.18% 77
2016
Q2 		$394K Hold
11,456
– – 0.17% 79
2016
Q1 		$366K Buy
11,456
+4,332
+61% +$127K 0.16% 82
2015
Q4 		$204K Buy
+7,124
New +$210K 0.09% 97

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Brian C. Broderick's DCI Position: Q4 2017 in Review

Brian C. Broderick sold out of Donaldson (DCI) in Q4 2017, closing a stake of 10,050 shares — an estimated $462K sold.

Brian C. Broderick first reported a position in DCI in Q4 2015 and held it in 8 quarters. The position peaked at $508K in Q1 2017. 368 funds tracked by Wall St. Rank hold DCI as of Q4 2017.

  • Brian C. Broderick reported no remaining Donaldson position as of Q4 2017 after selling out during the quarter.
  • Brian C. Broderick sold 10,050 Donaldson shares in Q4 2017, an estimated $462K.
  • Brian C. Broderick first reported a position in Donaldson in Q4 2015 and held it in 8 quarters.
  • Brian C. Broderick's Donaldson position peaked at $508K in Q1 2017.
  • 368 funds tracked by Wall St. Rank held Donaldson as of Q4 2017.

Based on Brian C. Broderick's 13F filing for Q4 2017, filed 2 Feb 2018.