Confluence Investment Management’s Douglas Dynamics PLOW Stock Holding History

Confluence Investment Management’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-39,436	Closed	-$769K	–	257
2014 Q3	$769K	Sell	39,436 -56,308	-59%	-$1.06M	0.03%	203
2014 Q2	$1.69M	Sell	95,744 -1,920	-2%	-$33.3K	0.08%	167
2014 Q1	$1.7M	Buy	97,664 +17,093	+21%	+$277K	0.09%	165
2013 Q4	$1.35M	Buy	80,571 +4,054	+5%	+$63.3K	0.08%	170
2013 Q3	$1.13M	Buy	76,517 +1,478	+2%	+$21.5K	0.07%	181
2013 Q2	$974K	Buy	+75,039	New	+$1.03M	0.07%	184

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Confluence Investment Management's PLOW Position: Q4 2014 in Review

Confluence Investment Management sold out of Douglas Dynamics (PLOW) in Q4 2014, closing a stake of 39,436 shares — an estimated $769K sold.

Confluence Investment Management first reported a position in PLOW in Q2 2013 and held it in 6 quarters. The position peaked at $1.7M in Q1 2014. 138 funds tracked by Wall St. Rank hold PLOW as of Q4 2014.

Confluence Investment Management reported no remaining Douglas Dynamics position as of Q4 2014 after selling out during the quarter.
Confluence Investment Management sold 39,436 Douglas Dynamics shares in Q4 2014, an estimated $769K.
Confluence Investment Management first reported a position in Douglas Dynamics in Q2 2013 and held it in 6 quarters.
Confluence Investment Management's Douglas Dynamics position peaked at $1.7M in Q1 2014.
138 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2014.

Based on Confluence Investment Management's 13F filing for Q4 2014, filed 29 Jan 2015.