EWM
DOV icon

Executive Wealth Management’s Dover DOV Stock Holding History

Executive Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-24
Closed -$2K – 305
2019
Q2 		$2K Hold
24
– – ﹤0.01% 792
2019
Q1 		$2K Sell
24
-6
-20% -$519 ﹤0.01% 724
2018
Q4 		$2K Buy
+30
New +$2.45K ﹤0.01% 756

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's DOV Position: Q3 2019 in Review

Executive Wealth Management sold out of Dover (DOV) in Q3 2019, closing a stake of 24 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in DOV in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 706 funds tracked by Wall St. Rank hold DOV as of Q3 2019.

  • Executive Wealth Management reported no remaining Dover position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 24 Dover shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Dover in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Dover position peaked at $2K in Q2 2019.
  • 706 funds tracked by Wall St. Rank held Dover as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.