CFA
DPLO

Carroll Financial Associates’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Carroll Financial Associates’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-202
Closed -$4K – 1373
2017
Q4 		$4K Hold
202
– – ﹤0.01% 1069
2017
Q3 		$4K Hold
202
– – ﹤0.01% 1047
2017
Q2 		$2K Sell
202
-22
-10% -$367 ﹤0.01% 1121
2017
Q1 		$3K Sell
224
-25
-10% -$361 ﹤0.01% 1078
2016
Q4 		$3K Buy
+249
New +$4.64K ﹤0.01% 1036

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Carroll Financial Associates's DPLO Position: Q1 2018 in Review

Carroll Financial Associates sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q1 2018, closing a stake of 202 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in DPLO in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 201 funds tracked by Wall St. Rank hold DPLO as of Q1 2018.

  • Carroll Financial Associates reported no remaining DIPLOMAT PHARMACY, INC. position as of Q1 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 202 DIPLOMAT PHARMACY, INC. shares in Q1 2018, an estimated $4K.
  • Carroll Financial Associates first reported a position in DIPLOMAT PHARMACY, INC. in Q4 2016 and held it in 5 quarters.
  • Carroll Financial Associates's DIPLOMAT PHARMACY, INC. position peaked at $4K in Q4 2017.
  • 201 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.