MIM
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Marco Investment Management’s Donaldson DCI Stock Holding History

Marco Investment 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
2015
Q3 		– Sell
-10,600
Closed -$379K – 186
2015
Q2 		$379K Hold
10,600
– – 0.06% 153
2015
Q1 		$400K Hold
10,600
– – 0.07% 144
2014
Q4 		$409K Hold
10,600
– – 0.05% 146
2014
Q3 		$431K Hold
10,600
– – 0.06% 133
2014
Q2 		$449K Hold
10,600
– – 0.09% 125
2014
Q1 		$449K Buy
10,600
+700
+7% +$29.4K 0.09% 122
2013
Q4 		$430 Sell
9,900
-3,200
-24% -$130K 0.02% 124
2013
Q3 		$500K Hold
13,100
– – 0.11% 125
2013
Q2 		$467K Buy
+13,100
New +$476K 0.14% 99

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Vanguard Group
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MPI
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BFA
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BIT
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return