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First Personal Financial Services’s Donaldson DCI Stock Holding History

First Personal Financial 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
2019
Q3 		– Sell
-77
Closed -$4K – 587
2019
Q2 		$4K Hold
77
– – ﹤0.01% 610
2019
Q1 		$4K Hold
77
– – ﹤0.01% 612
2018
Q4 		$3K Hold
77
– – ﹤0.01% 606
2018
Q3 		$4K Buy
77
+11
+17% +$552 ﹤0.01% 622
2018
Q2 		$3K Hold
66
– – ﹤0.01% 617
2018
Q1 		$3K Hold
66
– – ﹤0.01% 955
2017
Q4 		$3K Buy
+66
New +$3.15K ﹤0.01% 941
2016
Q1 		– Sell
-57
Closed -$2K – 328
2015
Q4 		$2K Buy
+57
New +$1.68K ﹤0.01% 362

Other funds holding DCI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

First Personal Financial Services's DCI Position: Q3 2019 in Review

First Personal Financial Services sold out of Donaldson (DCI) in Q3 2019, closing a stake of 77 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in DCI in Q4 2015 and held it in 8 quarters. The position peaked at $4K in Q2 2019. 351 funds tracked by Wall St. Rank hold DCI as of Q3 2019.

  • First Personal Financial Services reported no remaining Donaldson position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 77 Donaldson shares in Q3 2019, an estimated $4K.
  • First Personal Financial Services first reported a position in Donaldson in Q4 2015 and held it in 8 quarters.
  • First Personal Financial Services's Donaldson position peaked at $4K in Q2 2019.
  • 351 funds tracked by Wall St. Rank held Donaldson as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.