Independent Portfolio Consultants’s Dorman Products DORM Stock Holding History

Independent Portfolio Consultants’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 Q2	$987K	Sell	11,927 -1,408	-11%	-$115K	0.41%	52
2017 Q1	$1.09M	Sell	13,335 -920	-6%	-$68.3K	0.38%	66
2016 Q4	$1.04M	Sell	14,255 -70	-0.5%	-$4.78K	0.34%	82
2016 Q3	$915K	Buy	14,325 +2,345	+20%	+$144K	0.29%	106
2016 Q2	$685K	Buy	+11,980	New	+$644K	0.22%	153
2014 Q3	–	Sell	-732	Closed	-$36K	–	856
2014 Q2	$36K	Buy	+732	New	+$39.9K	0.01%	691

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's DORM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Dorman Products (DORM) stake by 11% in Q2 2017, selling an estimated $115K and leaving 11,927 shares worth $987K. The position accounts for 0.41% of the portfolio, ranked #52.

Independent Portfolio Consultants first reported a position in DORM in Q2 2014 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2017. 243 funds tracked by Wall St. Rank hold DORM as of Q2 2017.

Independent Portfolio Consultants held 11,927 shares of Dorman Products worth $987K as of Q2 2017.
Independent Portfolio Consultants sold 1,408 Dorman Products shares in Q2 2017, an estimated $115K.
Dorman Products made up 0.41% of Independent Portfolio Consultants's portfolio in Q2 2017, its #52 holding.
Independent Portfolio Consultants first reported a position in Dorman Products in Q2 2014 and has held it in 6 quarters since.
Independent Portfolio Consultants's Dorman Products position peaked at $1.09M in Q1 2017.
243 funds tracked by Wall St. Rank held Dorman Products as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.