FAAS
DCI icon

First Allied Advisory Services’s Donaldson DCI Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$284K Buy
6,126
+79
+1% +$3.84K 0.01% 923
2020
Q2 		$281K Buy
6,047
+88
+1% +$3.89K 0.01% 863
2020
Q1 		$230K Buy
5,959
+875
+17% +$42.8K 0.01% 874
2019
Q4 		$293K Hold
5,084
– – 0.01% 941
2019
Q3 		$266K Hold
5,084
– – 0.01% 957
2019
Q2 		$259K Hold
5,084
– – 0.01% 963
2019
Q1 		$254K Sell
5,084
-546
-10% -$26.4K 0.01% 948
2018
Q4 		$244K Sell
5,630
-127
-2% -$6.56K 0.01% 872
2018
Q3 		$337K Sell
5,757
-121
-2% -$6.08K 0.01% 860
2018
Q2 		$266K Buy
5,878
+41
+0.7% +$1.89K 0.01% 936
2018
Q1 		$263K Hold
5,837
– – 0.01% 930
2017
Q4 		$286K Buy
5,837
+26
+0.4% +$1.24K 0.01% 896
2017
Q3 		$268K Sell
5,811
-188
-3% -$8.7K 0.01% 860
2017
Q2 		$272K Sell
5,999
-57
-0.9% -$2.63K 0.01% 885
2017
Q1 		$272K Buy
6,056
+18
+0.3% +$779 0.01% 830
2016
Q4 		$254K Hold
6,038
– – 0.01% 866
2016
Q3 		$225K Buy
6,038
+22
+0.4% +$801 0.01% 878
2016
Q2 		$206K Buy
+6,016
New +$201K 0.01% 923

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MPI
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ACM
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Kayne Anderson Rudnick Investment Management
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BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return