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Bruderman Asset Management’s Designer Brands DBI Stock Holding History

Bruderman Asset Management’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,791
Closed -$60K – 427
2015
Q2 		$60K Buy
1,791
+5
+0.3% +$179 0.02% 199
2015
Q1 		$66K Buy
+1,786
New +$65.5K 0.03% 187

Other funds holding DBI

Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bruderman Asset Management's DBI Position: Q3 2015 in Review

Bruderman Asset Management sold out of Designer Brands (DBI) in Q3 2015, closing a stake of 1,791 shares — an estimated $60K sold.

Bruderman Asset Management first reported a position in DBI in Q1 2015 and held it in 2 quarters. The position peaked at $66K in Q1 2015. 228 funds tracked by Wall St. Rank hold DBI as of Q3 2015.

  • Bruderman Asset Management reported no remaining Designer Brands position as of Q3 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 1,791 Designer Brands shares in Q3 2015, an estimated $60K.
  • Bruderman Asset Management first reported a position in Designer Brands in Q1 2015 and held it in 2 quarters.
  • Bruderman Asset Management's Designer Brands position peaked at $66K in Q1 2015.
  • 228 funds tracked by Wall St. Rank held Designer Brands as of Q3 2015.

Based on Bruderman Asset Management's 13F filing for Q3 2015, filed 19 Nov 2015.