Financial Gravity Asset Management’s Douglas Dynamics PLOW Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$55K	Buy	15 +1	+7%	+$50	0.04%	595
2019 Q3	$1K	Buy	14 +3	+27%	+$126	﹤0.01%	1087
2019 Q2	$0	Sell	11 -54	-83%	-$2.06K	﹤0.01%	1565
2019 Q1	$2K	Buy	+65	New	+$2.42K	﹤0.01%	978
2018 Q3	$390K	Buy	9,170 +730	+9%	+$34K	0.41%	39
2018 Q2	$365K	Buy	8,440 +522	+7%	+$23.6K	0.34%	42
2018 Q1	$327K	Buy	+7,918	New	+$328K	0.33%	50

Other funds holding PLOW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Financial Gravity Asset Management's PLOW Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Douglas Dynamics (PLOW) stake by 7.1% in Q4 2019, buying an estimated $50 and bringing the position to 15 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #595.

Financial Gravity Asset Management first reported a position in PLOW in Q1 2018 and has held it in 7 quarters since. The position peaked at $390K in Q3 2018. 166 funds tracked by Wall St. Rank hold PLOW as of Q4 2019.

Financial Gravity Asset Management held 15 shares of Douglas Dynamics worth $55K as of Q4 2019.
Financial Gravity Asset Management bought 1 Douglas Dynamics share in Q4 2019, an estimated $50.
Douglas Dynamics made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #595 holding.
Financial Gravity Asset Management first reported a position in Douglas Dynamics in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Douglas Dynamics position peaked at $390K in Q3 2018.
166 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.