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Triangle Securities Wealth Management’s Donaldson DCI Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-542
Closed -$19K – 179
2013
Q2 		$19K Buy
+542
New +$19.7K 0.01% 388

Other funds holding DCI

Columbia Wanger Asset Management
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's DCI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Donaldson (DCI) in Q3 2013, closing a stake of 542 shares — an estimated $19K sold.

Triangle Securities Wealth Management first reported a position in DCI in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 303 funds tracked by Wall St. Rank hold DCI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Donaldson position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 542 Donaldson shares in Q3 2013, an estimated $19K.
  • Triangle Securities Wealth Management first reported a position in Donaldson in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Donaldson position peaked at $19K in Q2 2013.
  • 303 funds tracked by Wall St. Rank held Donaldson as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.