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Cutler Group’s Donaldson DCI Stock Holding History

Cutler Group’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
Q1 		– Sell
-700
Closed -$30K – 4161
2018
Q4 		$30K Buy
+700
New +$36.2K ﹤0.01% 1807
2018
Q1 		– Sell
-94
Closed -$4K – 4593
2017
Q4 		$4K Sell
94
-631
-87% -$30.1K ﹤0.01% 3762
2017
Q3 		$33K Sell
725
-10
-1% -$463 ﹤0.01% 2638
2017
Q2 		$33K Buy
+735
New +$33.8K ﹤0.01% 2898
2017
Q1 		– Sell
-725
Closed -$31.4K – 6506
2016
Q4 		$30K Sell
725
-97
-12% -$3.85K ﹤0.01% 3044
2016
Q3 		$30K Buy
+822
New +$29.9K ﹤0.01% 3000
2016
Q1 		– Sell
-322
Closed -$9.45K – 6602
2015
Q4 		$9K Buy
+322
New +$9.48K ﹤0.01% 4238

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $32.2B AUM 10.98% 1-Year Est. Return

Cutler Group's DCI Position: Q1 2019 in Review

Cutler Group sold out of Donaldson (DCI) in Q1 2019, closing a stake of 700 shares — an estimated $30K sold.

Cutler Group first reported a position in DCI in Q4 2015 and held it in 7 quarters. The position peaked at $33K in Q3 2017. 348 funds tracked by Wall St. Rank hold DCI as of Q1 2019.

  • Cutler Group reported no remaining Donaldson position as of Q1 2019 after selling out during the quarter.
  • Cutler Group sold 700 Donaldson shares in Q1 2019, an estimated $30K.
  • Cutler Group first reported a position in Donaldson in Q4 2015 and held it in 7 quarters.
  • Cutler Group's Donaldson position peaked at $33K in Q3 2017.
  • 348 funds tracked by Wall St. Rank held Donaldson as of Q1 2019.

Based on Cutler Group's 13F filing for Q1 2019, filed 10 May 2019.