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Independent Portfolio Consultants’s Designer Brands DBI Stock Holding History

Independent Portfolio Consultants’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,375
Closed -$38K – 851
2014
Q2 		$38K Buy
+1,375
New +$43.4K 0.01% 679

Other funds holding DBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

Independent Portfolio Consultants's DBI Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Designer Brands (DBI) in Q3 2014, closing a stake of 1,375 shares — an estimated $38K sold.

Independent Portfolio Consultants first reported a position in DBI in Q2 2014 and held it in 1 quarter. The position peaked at $38K in Q2 2014. 207 funds tracked by Wall St. Rank hold DBI as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Designer Brands position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,375 Designer Brands shares in Q3 2014, an estimated $38K.
  • Independent Portfolio Consultants first reported a position in Designer Brands in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Designer Brands position peaked at $38K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held Designer Brands as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.