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Patriot Financial Group Insurance Agency’s Donaldson DCI Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q2 		– Sell
-312
Closed -$14K – 659
2018
Q1 		$14K Hold
312
– – 0.01% 537
2017
Q4 		$16K Hold
312
– – 0.01% 493
2017
Q3 		$14K Buy
+312
New +$14.4K 0.01% 483

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DCI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Donaldson (DCI) in Q2 2018, closing a stake of 312 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in DCI in Q3 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 342 funds tracked by Wall St. Rank hold DCI as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Donaldson position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 312 Donaldson shares in Q2 2018, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in Donaldson in Q3 2017 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Donaldson position peaked at $16K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Donaldson as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.