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Financial Architects (New Jersey)’s Dorman Products DORM Stock Holding History

Financial Architects (New Jersey)’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-58
Closed -$5K – 1533
2017
Q1 		$5K Buy
+58
New +$4.31K ﹤0.01% 1272

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Architects (New Jersey) sold out of Dorman Products (DORM) in Q2 2017, closing a stake of 58 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in DORM in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 243 funds tracked by Wall St. Rank hold DORM as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Dorman Products position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 58 Dorman Products shares in Q2 2017, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Dorman Products in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Dorman Products position peaked at $5K in Q1 2017.
  • 243 funds tracked by Wall St. Rank held Dorman Products as of Q2 2017.

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