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Omnia Family Wealth’s Douglas Dynamics PLOW Stock Holding History

Omnia Family Wealth’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
2017
Q3 		– Sell
-147
Closed -$5K – 670
2017
Q2 		$5K Hold
147
– – ﹤0.01% 409
2017
Q1 		$5K Hold
147
– – ﹤0.01% 395
2016
Q4 		$5K Buy
+147
New +$4.67K ﹤0.01% 388

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Vanguard Group
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BCA
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SAM
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WHG
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Omnia Family Wealth's PLOW Position: Q3 2017 in Review

Omnia Family Wealth sold out of Douglas Dynamics (PLOW) in Q3 2017, closing a stake of 147 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in PLOW in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 125 funds tracked by Wall St. Rank hold PLOW as of Q3 2017.

  • Omnia Family Wealth reported no remaining Douglas Dynamics position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 147 Douglas Dynamics shares in Q3 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Douglas Dynamics in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Douglas Dynamics position peaked at $5K in Q2 2017.
  • 125 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.