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Tiedemann Advisors’s Donaldson DCI Stock Holding History

Tiedemann 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
2019
Q2 		– Sell
-17,450
Closed -$873K – 328
2019
Q1 		$873K Buy
17,450
+2,000
+13% +$96.6K 0.04% 230
2018
Q4 		$671K Buy
+15,450
New +$798K 0.03% 252

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Tiedemann Advisors's DCI Position: Q2 2019 in Review

Tiedemann Advisors sold out of Donaldson (DCI) in Q2 2019, closing a stake of 17,450 shares — an estimated $873K sold.

Tiedemann Advisors first reported a position in DCI in Q4 2018 and held it in 2 quarters. The position peaked at $873K in Q1 2019. 340 funds tracked by Wall St. Rank hold DCI as of Q2 2019.

  • Tiedemann Advisors reported no remaining Donaldson position as of Q2 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 17,450 Donaldson shares in Q2 2019, an estimated $873K.
  • Tiedemann Advisors first reported a position in Donaldson in Q4 2018 and held it in 2 quarters.
  • Tiedemann Advisors's Donaldson position peaked at $873K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held Donaldson as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.