JWM
DOV icon

Jackson Wealth Management’s Dover DOV Stock Holding History

Jackson Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-24,655
Closed -$1.43M – 124
2014
Q4 		$1.43M Buy
+24,655
New +$1.53M 0.47% 74

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's DOV Position: Q1 2015 in Review

Jackson Wealth Management sold out of Dover (DOV) in Q1 2015, closing a stake of 24,655 shares — an estimated $1.43M sold.

Jackson Wealth Management first reported a position in DOV in Q4 2014 and held it in 1 quarter. The position peaked at $1.43M in Q4 2014. 617 funds tracked by Wall St. Rank hold DOV as of Q1 2015.

  • Jackson Wealth Management reported no remaining Dover position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 24,655 Dover shares in Q1 2015, an estimated $1.43M.
  • Jackson Wealth Management first reported a position in Dover in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's Dover position peaked at $1.43M in Q4 2014.
  • 617 funds tracked by Wall St. Rank held Dover as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.