Financial Architects (New Jersey)’s Douglas Dynamics PLOW Stock Holding History

Financial Architects (New Jersey)’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20	Closed	-$1K	–	624
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	828
2020 Q1	$1K	Sell	20 -400	-95%	-$18.7K	﹤0.01%	820
2019 Q4	$23K	Hold	420	–	–	0.01%	555
2019 Q3	$19K	Hold	420	–	–	﹤0.01%	607
2019 Q2	$17K	Hold	420	–	–	﹤0.01%	761
2019 Q1	$16K	Hold	420	–	–	﹤0.01%	969
2018 Q4	$15K	Hold	420	–	–	﹤0.01%	893
2018 Q3	$18K	Hold	420	–	–	﹤0.01%	958
2018 Q2	$20K	Hold	420	–	–	﹤0.01%	812
2018 Q1	$18K	Hold	420	–	–	﹤0.01%	912
2017 Q4	$16K	Hold	420	–	–	﹤0.01%	1025
2017 Q3	$17K	Hold	420	–	–	﹤0.01%	999
2017 Q2	$14K	Hold	420	–	–	﹤0.01%	1062
2017 Q1	$13K	Hold	420	–	–	﹤0.01%	1071
2016 Q4	$14K	Hold	420	–	–	﹤0.01%	934
2016 Q3	$13K	Hold	420	–	–	﹤0.01%	948
2016 Q2	$11K	Hold	420	–	–	﹤0.01%	954
2016 Q1	$10K	Buy	+420	New	+$8.44K	﹤0.01%	755
2015 Q3	–	Sell	-206	Closed	-$4K	–	721
2015 Q2	$4K	Buy	+206	New	+$4.47K	﹤0.01%	1011

Other funds holding PLOW

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Financial Architects (New Jersey)'s PLOW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Douglas Dynamics (PLOW) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in PLOW in Q2 2015 and held it in 19 quarters. The position peaked at $23K in Q4 2019. 139 funds tracked by Wall St. Rank hold PLOW as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Douglas Dynamics position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 20 Douglas Dynamics shares in Q3 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Douglas Dynamics in Q2 2015 and held it in 19 quarters.
Financial Architects (New Jersey)'s Douglas Dynamics position peaked at $23K in Q4 2019.
139 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.