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Wealthcare Capital Management’s Donaldson DCI Stock Holding History

Wealthcare 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
2015
Q2 		– Sell
-85
Closed -$3K – 498
2015
Q1 		$3K Buy
+85
New +$3.18K ﹤0.01% 743

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Franklin Resources
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State Street
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ACM
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Norges Bank
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Wealthcare Capital Management's DCI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Donaldson (DCI) in Q2 2015, closing a stake of 85 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in DCI in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 290 funds tracked by Wall St. Rank hold DCI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Donaldson position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 85 Donaldson shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Donaldson in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Donaldson position peaked at $3K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held Donaldson as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.