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Buffington Mohr McNeal’s Donaldson DCI Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-1,334
Closed -$67K – 158
2019
Q1 		$67K Buy
+1,334
New +$64.4K 0.02% 169
2016
Q3 		– Sell
-28,125
Closed -$966K – 159
2016
Q2 		$966K Sell
28,125
-1,075
-4% -$35.9K 0.43% 51
2016
Q1 		$931K Buy
29,200
+9,200
+46% +$270K 0.41% 52
2015
Q4 		$573K Buy
+20,000
New +$589K 0.31% 55

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Buffington Mohr McNeal's DCI Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Donaldson (DCI) in Q2 2019, closing a stake of 1,334 shares — an estimated $67K sold.

Buffington Mohr McNeal first reported a position in DCI in Q4 2015 and held it in 4 quarters. The position peaked at $966K in Q2 2016. 340 funds tracked by Wall St. Rank hold DCI as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Donaldson position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 1,334 Donaldson shares in Q2 2019, an estimated $67K.
  • Buffington Mohr McNeal first reported a position in Donaldson in Q4 2015 and held it in 4 quarters.
  • Buffington Mohr McNeal's Donaldson position peaked at $966K in Q2 2016.
  • 340 funds tracked by Wall St. Rank held Donaldson as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.