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Patriot Financial Group Insurance Agency’s Dover DOV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-836
Closed -$65K – 668
2018
Q1 		$65K Hold
836
– – 0.05% 277
2017
Q4 		$69K Sell
836
-247
-23% -$19.1K 0.05% 252
2017
Q3 		$82K Sell
1,083
-124
-10% -$8.62K 0.07% 196
2017
Q2 		$81K Hold
1,207
– – 0.08% 179
2017
Q1 		$78K Hold
1,207
– – 0.08% 174
2016
Q4 		$77K Buy
+1,207
New +$69.7K 0.11% 171

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Dover (DOV) in Q2 2018, closing a stake of 836 shares — an estimated $65K sold.

Patriot Financial Group Insurance Agency first reported a position in DOV in Q4 2016 and held it in 6 quarters. The position peaked at $82K in Q3 2017. 633 funds tracked by Wall St. Rank hold DOV as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Dover position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 836 Dover shares in Q2 2018, an estimated $65K.
  • Patriot Financial Group Insurance Agency first reported a position in Dover in Q4 2016 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Dover position peaked at $82K in Q3 2017.
  • 633 funds tracked by Wall St. Rank held Dover as of Q2 2018.

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