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Squar Milner Financial Services’s Donaldson DCI Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-40
Closed -$2K – 329
2019
Q2 		$2K Sell
40
-68
-63% -$3.46K ﹤0.01% 729
2019
Q1 		$5K Hold
108
– – ﹤0.01% 653
2018
Q4 		$5K Hold
108
– – ﹤0.01% 552
2018
Q3 		$6K Hold
108
– – 0.01% 570
2018
Q2 		$5K Buy
+108
New +$4.99K ﹤0.01% 688

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Squar Milner Financial Services's DCI Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Donaldson (DCI) in Q3 2019, closing a stake of 40 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in DCI in Q2 2018 and held it in 5 quarters. The position peaked at $6K in Q3 2018. 350 funds tracked by Wall St. Rank hold DCI as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Donaldson position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 40 Donaldson shares in Q3 2019, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Donaldson in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Donaldson position peaked at $6K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held Donaldson as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.