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Realta Investment Advisors’s Donaldson DCI Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-152
Closed -$9K – 539
2019
Q4 		$9K Hold
152
– – ﹤0.01% 1160
2019
Q3 		$8K Hold
152
– – ﹤0.01% 1166
2019
Q2 		$8K Buy
+152
New +$7.73K ﹤0.01% 1199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Realta Investment Advisors's DCI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Donaldson (DCI) in Q1 2020, closing a stake of 152 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in DCI in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 152 Donaldson shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Donaldson in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Donaldson position peaked at $9K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.