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Doyle Wealth Management’s Compass Diversified CODI Stock Holding History

Doyle Wealth Management’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$2K – 289
2018
Q4 		$2K Buy
+200
New +$3.08K ﹤0.01% 789

Other funds holding CODI

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American Century Companies
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ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Doyle Wealth Management's CODI Position: Q1 2019 in Review

Doyle Wealth Management sold out of Compass Diversified (CODI) in Q1 2019, closing a stake of 200 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in CODI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 123 funds tracked by Wall St. Rank hold CODI as of Q1 2019.

  • Doyle Wealth Management reported no remaining Compass Diversified position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 Compass Diversified shares in Q1 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Compass Diversified in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Compass Diversified position peaked at $2K in Q4 2018.
  • 123 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.