Lyons Wealth Management’s Dover DOV Stock Holding History

Lyons 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
2014 Q4	–	Sell	-13,746	Closed	-$888K	–	63
2014 Q3	$888K	Buy	+13,746	New	+$967K	0.94%	35
2013 Q3	–	Sell	-5,330	Closed	-$279K	–	83
2013 Q2	$279K	Buy	+5,330	New	+$267K	0.28%	41

Other funds holding DOV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Lyons Wealth Management's DOV Position: Q4 2014 in Review

Lyons Wealth Management sold out of Dover (DOV) in Q4 2014, closing a stake of 13,746 shares — an estimated $888K sold.

Lyons Wealth Management first reported a position in DOV in Q2 2013 and held it in 2 quarters. The position peaked at $888K in Q3 2014. 666 funds tracked by Wall St. Rank hold DOV as of Q4 2014.

Lyons Wealth Management reported no remaining Dover position as of Q4 2014 after selling out during the quarter.
Lyons Wealth Management sold 13,746 Dover shares in Q4 2014, an estimated $888K.
Lyons Wealth Management first reported a position in Dover in Q2 2013 and held it in 2 quarters.
Lyons Wealth Management's Dover position peaked at $888K in Q3 2014.
666 funds tracked by Wall St. Rank held Dover as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.