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Next Capital Management’s Donaldson DCI Stock Holding History

Next Capital 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
2019
Q3 		– Sell
-20
Closed -$1K – 387
2019
Q2 		$1K Buy
+20
New +$1.02K ﹤0.01% 790

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MPI
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Janus Henderson Group
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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Next Capital Management's DCI Position: Q3 2019 in Review

Next Capital Management sold out of Donaldson (DCI) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Next Capital Management first reported a position in DCI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 350 funds tracked by Wall St. Rank hold DCI as of Q3 2019.

  • Next Capital Management reported no remaining Donaldson position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 20 Donaldson shares in Q3 2019, an estimated $1K.
  • Next Capital Management first reported a position in Donaldson in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Donaldson position peaked at $1K in Q2 2019.
  • 350 funds tracked by Wall St. Rank held Donaldson as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.