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
2017 Q4	–	Sell	-2,100	Closed	-$4K	–	5068
2017 Q3	$4K	Buy	+2,100	New	+$97.2K	﹤0.01%	4540
2016 Q2	–	Sell	-1,500	Closed	-$3K	–	6731
2016 Q1	$3K	Buy	+1,500	New	+$44K	﹤0.01%	5232

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 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.