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FormulaFolio Investments’s Donegal Group Class A DGICA Stock Holding History

FormulaFolio Investments’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-22,786
Closed -$401K – 221
2017
Q1 		$401K Buy
22,786
+354
+2% +$6K 0.04% 133
2016
Q4 		$392K Buy
+22,432
New +$363K 0.05% 119

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

FormulaFolio Investments's DGICA Position: Q2 2017 in Review

FormulaFolio Investments sold out of Donegal Group Class A (DGICA) in Q2 2017, closing a stake of 22,786 shares — an estimated $401K sold.

FormulaFolio Investments first reported a position in DGICA in Q4 2016 and held it in 2 quarters. The position peaked at $401K in Q1 2017. 78 funds tracked by Wall St. Rank hold DGICA as of Q2 2017.

  • FormulaFolio Investments reported no remaining Donegal Group Class A position as of Q2 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 22,786 Donegal Group Class A shares in Q2 2017, an estimated $401K.
  • FormulaFolio Investments first reported a position in Donegal Group Class A in Q4 2016 and held it in 2 quarters.
  • FormulaFolio Investments's Donegal Group Class A position peaked at $401K in Q1 2017.
  • 78 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2017.

Based on FormulaFolio Investments's 13F filing for Q2 2017, filed 11 Aug 2017.