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TRUE Private Wealth Advisors’s Donaldson DCI Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-109
Closed -$6.35K – 395
2018
Q3 		$6.35K Buy
+109
New +$5.47K ﹤0.01% 847

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

TRUE Private Wealth Advisors's DCI Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Donaldson (DCI) in Q4 2018, closing a stake of 109 shares — an estimated $6.35K sold.

TRUE Private Wealth Advisors first reported a position in DCI in Q3 2018 and held it in 1 quarter. The position peaked at $6.35K in Q3 2018. 371 funds tracked by Wall St. Rank hold DCI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Donaldson position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 109 Donaldson shares in Q4 2018, an estimated $6.35K.
  • TRUE Private Wealth Advisors first reported a position in Donaldson in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Donaldson position peaked at $6.35K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Donaldson as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.