OFW
DPLO

Omnia Family Wealth’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Omnia Family Wealth’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-98
Closed -$2K – 625
2018
Q3 		$2K Hold
98
– – ﹤0.01% 515
2018
Q2 		$3K Hold
98
– – ﹤0.01% 386
2018
Q1 		$2K Hold
98
– – ﹤0.01% 511
2017
Q4 		$2K Hold
98
– – ﹤0.01% 533
2017
Q3 		$2K Hold
98
– – ﹤0.01% 536
2017
Q2 		$1K Hold
98
– – ﹤0.01% 698
2017
Q1 		$2K Buy
+98
New +$1.41K ﹤0.01% 640

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's DPLO Position: Q4 2018 in Review

Omnia Family Wealth sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q4 2018, closing a stake of 98 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in DPLO in Q1 2017 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 157 funds tracked by Wall St. Rank hold DPLO as of Q4 2018.

  • Omnia Family Wealth reported no remaining DIPLOMAT PHARMACY, INC. position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 98 DIPLOMAT PHARMACY, INC. shares in Q4 2018, an estimated $2K.
  • Omnia Family Wealth first reported a position in DIPLOMAT PHARMACY, INC. in Q1 2017 and held it in 7 quarters.
  • Omnia Family Wealth's DIPLOMAT PHARMACY, INC. position peaked at $3K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.