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Patriot Wealth Management’s Dover DOV Stock Holding History

Patriot Wealth Management’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
-80,439
Closed -$6.38M – 83
2018
Q1 		$6.38M Buy
80,439
+1,973
+3% +$162K 0.91% 43
2017
Q4 		$6.4M Buy
78,466
+21,160
+37% +$1.64M 0.91% 42
2017
Q3 		$4.23M Buy
+57,306
New +$3.98M 0.69% 53

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Patriot Wealth Management's DOV Position: Q2 2018 in Review

Patriot Wealth Management sold out of Dover (DOV) in Q2 2018, closing a stake of 80,439 shares — an estimated $6.38M sold.

Patriot Wealth Management first reported a position in DOV in Q3 2017 and held it in 3 quarters. The position peaked at $6.4M in Q4 2017. 633 funds tracked by Wall St. Rank hold DOV as of Q2 2018.

  • Patriot Wealth Management reported no remaining Dover position as of Q2 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 80,439 Dover shares in Q2 2018, an estimated $6.38M.
  • Patriot Wealth Management first reported a position in Dover in Q3 2017 and held it in 3 quarters.
  • Patriot Wealth Management's Dover position peaked at $6.4M in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Dover as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.