FFA
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Founders Financial Alliance’s Donaldson DCI Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-60
Closed -$4K – 619
2020
Q3 		$4K Buy
+60
New +$2.92K ﹤0.01% 1035

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Founders Financial Alliance's DCI Position: Q4 2020 in Review

Founders Financial Alliance sold out of Donaldson (DCI) in Q4 2020, closing a stake of 60 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in DCI in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Founders Financial Alliance reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 60 Donaldson shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Donaldson in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Donaldson position peaked at $4K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.