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Financial Architects (New Jersey)’s Donaldson DCI Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-143
Closed -$7K – 1531
2017
Q1 		$7K Hold
143
– – ﹤0.01% 1211
2016
Q4 		$6K Buy
143
+83
+138% +$3.29K ﹤0.01% 1116
2016
Q3 		$2K Hold
60
– – ﹤0.01% 1310
2016
Q2 		$2K Hold
60
– – ﹤0.01% 1287
2016
Q1 		$2K Buy
+60
New +$1.76K ﹤0.01% 1029

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Financial Architects (New Jersey)'s DCI Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Donaldson (DCI) in Q2 2017, closing a stake of 143 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in DCI in Q1 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 344 funds tracked by Wall St. Rank hold DCI as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Donaldson position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 143 Donaldson shares in Q2 2017, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Donaldson in Q1 2016 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s Donaldson position peaked at $7K in Q1 2017.
  • 344 funds tracked by Wall St. Rank held Donaldson as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.