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Wealthcare Capital Management’s Dover DOV Stock Holding History

Wealthcare Capital Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19
Closed -$2K – 357
2019
Q4 		$2K Buy
+19
New +$2.04K ﹤0.01% 434
2015
Q2 		– Sell
-31
Closed -$2K – 517
2015
Q1 		$2K Buy
+31
New +$1.78K ﹤0.01% 803

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's DOV Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Dover (DOV) in Q1 2020, closing a stake of 19 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in DOV in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 719 funds tracked by Wall St. Rank hold DOV as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Dover position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 19 Dover shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Dover in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Dover position peaked at $2K in Q4 2019.
  • 719 funds tracked by Wall St. Rank held Dover as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.