RWA Wealth Partners’s Donegal Group Class B DGICB Stock Holding History

RWA Wealth Partners’s Portfolio DGICB Stock Details DGICB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,275	Closed	-$17K	–	349
2018 Q2	$17K	Buy	+1,275	New	+$17.5K	﹤0.01%	554

Other funds holding DGICB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return

RWA Wealth Partners's DGICB Position: Q3 2018 in Review

RWA Wealth Partners sold out of Donegal Group Class B (DGICB) in Q3 2018, closing a stake of 1,275 shares — an estimated $17K sold.

RWA Wealth Partners first reported a position in DGICB in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 10 funds tracked by Wall St. Rank hold DGICB as of Q3 2018.

RWA Wealth Partners reported no remaining Donegal Group Class B position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,275 Donegal Group Class B shares in Q3 2018, an estimated $17K.
RWA Wealth Partners first reported a position in Donegal Group Class B in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Donegal Group Class B position peaked at $17K in Q2 2018.
10 funds tracked by Wall St. Rank held Donegal Group Class B as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.