MFWM
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Motley Fool Wealth Management’s Donaldson DCI Stock Holding History

Motley Fool 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
Q2 		– Sell
-6,312
Closed -$287K – 153
2017
Q1 		$287K Buy
+6,312
New +$273K 0.03% 142

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Motley Fool Wealth Management's DCI Position: Q2 2017 in Review

Motley Fool Wealth Management sold out of Donaldson (DCI) in Q2 2017, closing a stake of 6,312 shares — an estimated $287K sold.

Motley Fool Wealth Management first reported a position in DCI in Q1 2017 and held it in 1 quarter. The position peaked at $287K in Q1 2017. 344 funds tracked by Wall St. Rank hold DCI as of Q2 2017.

  • Motley Fool Wealth Management reported no remaining Donaldson position as of Q2 2017 after selling out during the quarter.
  • Motley Fool Wealth Management sold 6,312 Donaldson shares in Q2 2017, an estimated $287K.
  • Motley Fool Wealth Management first reported a position in Donaldson in Q1 2017 and held it in 1 quarter.
  • Motley Fool Wealth Management's Donaldson position peaked at $287K in Q1 2017.
  • 344 funds tracked by Wall St. Rank held Donaldson as of Q2 2017.

Based on Motley Fool Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.