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WealthBridge Capital Management’s Donaldson DCI Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-50
Closed -$3K – 282
2019
Q1 		$3K Hold
50
– – ﹤0.01% 752
2018
Q4 		$2K Buy
+50
New +$2.58K ﹤0.01% 764

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BlackRock
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State Street
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MPI
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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

WealthBridge Capital Management's DCI Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Donaldson (DCI) in Q2 2019, closing a stake of 50 shares — an estimated $3K sold.

WealthBridge Capital Management first reported a position in DCI in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 340 funds tracked by Wall St. Rank hold DCI as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Donaldson position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 50 Donaldson shares in Q2 2019, an estimated $3K.
  • WealthBridge Capital Management first reported a position in Donaldson in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Donaldson position peaked at $3K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held Donaldson as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.