VHAM
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Van Hulzen Asset Management’s Donaldson DCI Stock Holding History

Van Hulzen Asset 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
2014
Q1 		– Sell
-15,705
Closed -$683K – 93
2013
Q4 		$683K Buy
+15,705
New +$640K 0.59% 58

Other funds holding DCI

CWAM
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's DCI Position: Q1 2014 in Review

Van Hulzen Asset Management sold out of Donaldson (DCI) in Q1 2014, closing a stake of 15,705 shares — an estimated $683K sold.

Van Hulzen Asset Management first reported a position in DCI in Q4 2013 and held it in 1 quarter. The position peaked at $683K in Q4 2013. 312 funds tracked by Wall St. Rank hold DCI as of Q1 2014.

  • Van Hulzen Asset Management reported no remaining Donaldson position as of Q1 2014 after selling out during the quarter.
  • Van Hulzen Asset Management sold 15,705 Donaldson shares in Q1 2014, an estimated $683K.
  • Van Hulzen Asset Management first reported a position in Donaldson in Q4 2013 and held it in 1 quarter.
  • Van Hulzen Asset Management's Donaldson position peaked at $683K in Q4 2013.
  • 312 funds tracked by Wall St. Rank held Donaldson as of Q1 2014.

Based on Van Hulzen Asset Management's 13F filing for Q1 2014, filed 13 May 2014.