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Camarda Financial Advisors’s Donaldson DCI Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-22
Closed -$1K – 139
2019
Q2 		$1K Hold
22
– – ﹤0.01% 391
2019
Q1 		$1K Buy
+22
New +$1.06K ﹤0.01% 427

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return

Camarda Financial Advisors's DCI Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Donaldson (DCI) in Q3 2019, closing a stake of 22 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in DCI in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 350 funds tracked by Wall St. Rank hold DCI as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Donaldson position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 22 Donaldson shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Donaldson in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Donaldson position peaked at $1K in Q2 2019.
  • 350 funds tracked by Wall St. Rank held Donaldson as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.