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Jaffetilchin Investment Partners’s Donaldson DCI Stock Holding History

Jaffetilchin Investment Partners’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
2014
Q4 		– Sell
-8,630
Closed -$351K – 200
2014
Q3 		$351K Sell
8,630
-18
-0.2% -$733 0.13% 137
2014
Q2 		$366K Buy
8,648
+1,019
+13% +$42.5K 0.13% 148
2014
Q1 		$323K Buy
7,629
+299
+4% +$12.6K 0.13% 142
2013
Q4 		$319K Buy
+7,330
New +$299K 0.16% 133
2013
Q3 		– Sell
-7,255
Closed -$259K – 176
2013
Q2 		$259K Buy
+7,255
New +$263K 0.18% 146

Other funds holding DCI

CWAM
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State Farm Mutual Automobile Insurance
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return

Jaffetilchin Investment Partners's DCI Position: Q4 2014 in Review

Jaffetilchin Investment Partners sold out of Donaldson (DCI) in Q4 2014, closing a stake of 8,630 shares — an estimated $351K sold.

Jaffetilchin Investment Partners first reported a position in DCI in Q2 2013 and held it in 5 quarters. The position peaked at $366K in Q2 2014. 305 funds tracked by Wall St. Rank hold DCI as of Q4 2014.

  • Jaffetilchin Investment Partners reported no remaining Donaldson position as of Q4 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,630 Donaldson shares in Q4 2014, an estimated $351K.
  • Jaffetilchin Investment Partners first reported a position in Donaldson in Q2 2013 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Donaldson position peaked at $366K in Q2 2014.
  • 305 funds tracked by Wall St. Rank held Donaldson as of Q4 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2014, filed 2 Feb 2015.