Lenox Wealth Advisors’s Donaldson DCI Stock Holding History

Lenox Wealth Advisors’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
2019 Q2	–	Sell	-41	Closed	-$2K	–	449
2019 Q1	$2K	Buy	+41	New	+$1.98K	﹤0.01%	526

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Lenox Wealth Advisors's DCI Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Donaldson (DCI) in Q2 2019, closing a stake of 41 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DCI in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 340 funds tracked by Wall St. Rank hold DCI as of Q2 2019.

Lenox Wealth Advisors reported no remaining Donaldson position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 41 Donaldson shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Donaldson in Q1 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Donaldson position peaked at $2K in Q1 2019.
340 funds tracked by Wall St. Rank held Donaldson as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.