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Cipher Capital’s Donaldson DCI Stock Holding History

Cipher Capital’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
2021
Q2 		– Sell
-4,238
Closed -$246K – 366
2021
Q1 		$246K Buy
+4,238
New +$253K 0.03% 461
2020
Q4 		– Sell
-13,638
Closed -$633K – 503
2020
Q3 		$633K Sell
13,638
-11,863
-47% -$577K 0.08% 309
2020
Q2 		$1.19M Buy
+25,501
New +$1.13M 0.19% 159
2016
Q1 		– Sell
-13,096
Closed -$375K – 701
2015
Q4 		$375K Buy
+13,096
New +$385K 0.05% 422
2014
Q1 		– Sell
-5,231
Closed -$227K – 416
2013
Q4 		$227K Buy
+5,231
New +$213K 0.16% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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