Measured Wealth Private Client Group’s Douglas Dynamics PLOW Stock Holding History

Measured Wealth Private Client Group’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,385	Closed	-$413K	–	187
2019 Q2	$413K	Sell	10,385 -1,085	-9%	-$41.3K	0.24%	85
2019 Q1	$437K	Buy	11,470 +3,820	+50%	+$142K	0.27%	74
2018 Q4	$275K	Sell	7,650 -3,370	-31%	-$132K	0.25%	65
2018 Q3	$484K	Buy	11,020 +245	+2%	+$11.4K	0.29%	52
2018 Q2	$517K	Buy	+10,775	New	+$487K	0.42%	39

Other funds holding PLOW

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Measured Wealth Private Client Group's PLOW Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Douglas Dynamics (PLOW) in Q3 2019, closing a stake of 10,385 shares — an estimated $413K sold.

Measured Wealth Private Client Group first reported a position in PLOW in Q2 2018 and held it in 5 quarters. The position peaked at $517K in Q2 2018. 144 funds tracked by Wall St. Rank hold PLOW as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Douglas Dynamics position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 10,385 Douglas Dynamics shares in Q3 2019, an estimated $413K.
Measured Wealth Private Client Group first reported a position in Douglas Dynamics in Q2 2018 and held it in 5 quarters.
Measured Wealth Private Client Group's Douglas Dynamics position peaked at $517K in Q2 2018.
144 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.