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Kays Financial Advisory’s Dover DOV Stock Holding History

Kays Financial Advisory’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
2017
Q1 		– Sell
-15,854
Closed -$960K – 77
2016
Q4 		$960K Buy
15,854
+1,996
+14% +$115K 0.37% 43
2016
Q3 		$824K Sell
13,858
-9,247
-40% -$535K 0.35% 41
2016
Q2 		$1.29M Buy
23,105
+3,512
+18% +$189K 0.58% 31
2016
Q1 		$1.02M Buy
19,593
+702
+4% +$34K 0.5% 29
2015
Q4 		$936K Buy
18,891
+1,528
+9% +$77.5K 0.49% 29
2015
Q3 		$802K Buy
17,363
+4,920
+40% +$249K 0.46% 29
2015
Q2 		$705K Buy
12,443
+1,664
+15% +$99.1K 0.41% 31
2015
Q1 		$602K Buy
10,779
+3,943
+58% +$227K 0.36% 33
2014
Q4 		$396K Buy
6,836
+2,576
+60% +$160K 0.27% 32
2014
Q3 		$276K Buy
4,260
+355
+9% +$25K 0.2% 38
2014
Q2 		$287K Buy
+3,905
New +$273K 0.21% 34

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kays Financial Advisory's DOV Position: Q1 2017 in Review

Kays Financial Advisory sold out of Dover (DOV) in Q1 2017, closing a stake of 15,854 shares — an estimated $960K sold.

Kays Financial Advisory first reported a position in DOV in Q2 2014 and held it in 11 quarters. The position peaked at $1.29M in Q2 2016. 611 funds tracked by Wall St. Rank hold DOV as of Q1 2017.

  • Kays Financial Advisory reported no remaining Dover position as of Q1 2017 after selling out during the quarter.
  • Kays Financial Advisory sold 15,854 Dover shares in Q1 2017, an estimated $960K.
  • Kays Financial Advisory first reported a position in Dover in Q2 2014 and held it in 11 quarters.
  • Kays Financial Advisory's Dover position peaked at $1.29M in Q2 2016.
  • 611 funds tracked by Wall St. Rank held Dover as of Q1 2017.

Based on Kays Financial Advisory's 13F filing for Q1 2017, filed 1 Nov 2018.