EWM
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Elite Wealth Management’s Danaher DHR Stock Holding History

Elite Wealth Management’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$539K Sell
7,757
-4,448
-36% -$315K 0.88% 29
2016
Q2 		$828K Sell
12,205
-1,520
-11% -$99.4K 1.36% 23
2016
Q1 		$875K Buy
13,725
+455
+3% +$27.1K 1.23% 26
2015
Q4 		$828K Buy
+13,270
New +$831K 1.23% 26
2014
Q1 		– Sell
-182
Closed -$9K – 411
2013
Q4 		$9K Buy
+182
New +$8.95K 0.01% 368

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elite Wealth Management's DHR Position: Q3 2016 in Review

Elite Wealth Management reduced its Danaher (DHR) stake by 36% in Q3 2016, selling an estimated $315K and leaving 7,757 shares worth $539K. The position accounts for 0.88% of the portfolio, ranked #29.

Elite Wealth Management first reported a position in DHR in Q4 2013 and has held it in 5 quarters since. The position peaked at $875K in Q1 2016. 1,046 funds tracked by Wall St. Rank hold DHR as of Q3 2016.

  • Elite Wealth Management held 7,757 shares of Danaher worth $539K as of Q3 2016.
  • Elite Wealth Management sold 4,448 Danaher shares in Q3 2016, an estimated $315K.
  • Danaher made up 0.88% of Elite Wealth Management's portfolio in Q3 2016, its #29 holding.
  • Elite Wealth Management first reported a position in Danaher in Q4 2013 and has held it in 5 quarters since.
  • Elite Wealth Management's Danaher position peaked at $875K in Q1 2016.
  • 1,046 funds tracked by Wall St. Rank held Danaher as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.