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Shufro Rose & Co’s Donegal Group Class A DGICA Stock Holding History

Shufro Rose & Co’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,410
Closed -$174K – 261
2015
Q3 		$174K Hold
12,410
– – 0.02% 227
2015
Q2 		$189K Sell
12,410
-170
-1% -$2.57K 0.02% 230
2015
Q1 		$197K Sell
12,580
-250
-2% -$3.92K 0.02% 236
2014
Q4 		$205K Sell
12,830
-100
-0.8% -$1.57K 0.02% 231
2014
Q3 		$198K Hold
12,930
– – 0.02% 233
2014
Q2 		$197K Hold
12,930
– – 0.02% 229
2014
Q1 		$188K Hold
12,930
– – 0.02% 231
2013
Q4 		$205K Hold
12,930
– – 0.02% 236
2013
Q3 		$180K Hold
12,930
– – 0.02% 225
2013
Q2 		$180K Buy
+12,930
New +$190K 0.02% 232

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Shufro Rose & Co's DGICA Position: Q4 2015 in Review

Shufro Rose & Co sold out of Donegal Group Class A (DGICA) in Q4 2015, closing a stake of 12,410 shares — an estimated $174K sold.

Shufro Rose & Co first reported a position in DGICA in Q2 2013 and held it in 10 quarters. The position peaked at $205K in Q4 2014. 71 funds tracked by Wall St. Rank hold DGICA as of Q4 2015.

  • Shufro Rose & Co reported no remaining Donegal Group Class A position as of Q4 2015 after selling out during the quarter.
  • Shufro Rose & Co sold 12,410 Donegal Group Class A shares in Q4 2015, an estimated $174K.
  • Shufro Rose & Co first reported a position in Donegal Group Class A in Q2 2013 and held it in 10 quarters.
  • Shufro Rose & Co's Donegal Group Class A position peaked at $205K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2015.

Based on Shufro Rose & Co's 13F filing for Q4 2015, filed 15 Jan 2016.