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IHT Wealth Management’s Dorman Products DORM Stock Holding History

IHT Wealth Management’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-335
Closed -$1.72K – 1463
2017
Q2 		$1.72K Hold
335
– – 0.83% 13
2017
Q1 		$26K Hold
335
– – 0.02% 576
2016
Q4 		$25K Buy
+335
New +$22.9K 0.02% 562

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IHT Wealth Management's DORM Position: Q3 2017 in Review

IHT Wealth Management sold out of Dorman Products (DORM) in Q3 2017, closing a stake of 335 shares — an estimated $1.72K sold.

IHT Wealth Management first reported a position in DORM in Q4 2016 and held it in 3 quarters. The position peaked at $26K in Q1 2017. 234 funds tracked by Wall St. Rank hold DORM as of Q3 2017.

  • IHT Wealth Management reported no remaining Dorman Products position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 335 Dorman Products shares in Q3 2017, an estimated $1.72K.
  • IHT Wealth Management first reported a position in Dorman Products in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Dorman Products position peaked at $26K in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Dorman Products as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.