RDM
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Retirement Design & Management’s Danaher DHR Stock Holding History

Retirement Design & Management’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,160
Closed -$282K – 14
2016
Q2 		$282K Hold
4,160
– – 0.18% 60
2016
Q1 		$265K Hold
4,160
– – 0.19% 57
2015
Q4 		$260K Hold
4,160
– – 0.15% 64
2015
Q3 		$238K Hold
4,160
– – 0.25% 59
2015
Q2 		$239K Hold
4,160
– – 0.21% 67
2015
Q1 		$237K Buy
4,160
+193
+5% +$11.1K 0.21% 70
2014
Q4 		$229K Buy
+3,967
New +$215K 0.17% 73

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Design & Management's DHR Position: Q3 2016 in Review

Retirement Design & Management sold out of Danaher (DHR) in Q3 2016, closing a stake of 4,160 shares — an estimated $282K sold.

Retirement Design & Management first reported a position in DHR in Q4 2014 and held it in 7 quarters. The position peaked at $282K in Q2 2016. 1,045 funds tracked by Wall St. Rank hold DHR as of Q3 2016.

  • Retirement Design & Management reported no remaining Danaher position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 4,160 Danaher shares in Q3 2016, an estimated $282K.
  • Retirement Design & Management first reported a position in Danaher in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's Danaher position peaked at $282K in Q2 2016.
  • 1,045 funds tracked by Wall St. Rank held Danaher as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.