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Reilly Financial Advisors’s Donaldson DCI Stock Holding History

Reilly Financial 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
2017
Q4 		– Sell
-25
Closed -$1K – 979
2017
Q3 		$1K Buy
+25
New +$1.16K ﹤0.01% 941

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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 $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reilly Financial Advisors's DCI Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Donaldson (DCI) in Q4 2017, closing a stake of 25 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in DCI in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 368 funds tracked by Wall St. Rank hold DCI as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Donaldson position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 25 Donaldson shares in Q4 2017, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Donaldson in Q3 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Donaldson position peaked at $1K in Q3 2017.
  • 368 funds tracked by Wall St. Rank held Donaldson as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.