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Clifford Swan Investment Counsel’s Daily Journal DJCO Stock Holding History

Clifford Swan Investment Counsel’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,300
Closed -$225K – 253
2014
Q1 		$225K Hold
1,300
– – 0.02% 234
2013
Q4 		$249K Buy
+1,300
New +$193K 0.02% 216

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clifford Swan Investment Counsel's DJCO Position: Q2 2014 in Review

Clifford Swan Investment Counsel sold out of Daily Journal (DJCO) in Q2 2014, closing a stake of 1,300 shares — an estimated $225K sold.

Clifford Swan Investment Counsel first reported a position in DJCO in Q4 2013 and held it in 2 quarters. The position peaked at $249K in Q4 2013. 45 funds tracked by Wall St. Rank hold DJCO as of Q2 2014.

  • Clifford Swan Investment Counsel reported no remaining Daily Journal position as of Q2 2014 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 1,300 Daily Journal shares in Q2 2014, an estimated $225K.
  • Clifford Swan Investment Counsel first reported a position in Daily Journal in Q4 2013 and held it in 2 quarters.
  • Clifford Swan Investment Counsel's Daily Journal position peaked at $249K in Q4 2013.
  • 45 funds tracked by Wall St. Rank held Daily Journal as of Q2 2014.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2014, filed 7 Aug 2014.