LWM
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Lyons Wealth Management’s Donaldson DCI Stock Holding History

Lyons Wealth Management’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
2017
Q4 		– Sell
-16,792
Closed -$770K – 51
2017
Q3 		$770K Sell
16,792
-1,134
-6% -$52.5K 1.15% 23
2017
Q2 		$814K Buy
+17,926
New +$826K 1.14% 27

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Lyons Wealth Management's DCI Position: Q4 2017 in Review

Lyons Wealth Management sold out of Donaldson (DCI) in Q4 2017, closing a stake of 16,792 shares — an estimated $770K sold.

Lyons Wealth Management first reported a position in DCI in Q2 2017 and held it in 2 quarters. The position peaked at $814K in Q2 2017. 368 funds tracked by Wall St. Rank hold DCI as of Q4 2017.

  • Lyons Wealth Management reported no remaining Donaldson position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 16,792 Donaldson shares in Q4 2017, an estimated $770K.
  • Lyons Wealth Management first reported a position in Donaldson in Q2 2017 and held it in 2 quarters.
  • Lyons Wealth Management's Donaldson position peaked at $814K in Q2 2017.
  • 368 funds tracked by Wall St. Rank held Donaldson as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.