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Wealthfront’s Donaldson DCI Stock Holding History

Wealthfront’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
Q4 		– Sell
-686
Closed -$19K – 455
2015
Q3 		$19K Buy
686
+241
+54% +$7.74K ﹤0.01% 766
2015
Q2 		$16K Buy
445
+364
+449% +$13.3K ﹤0.01% 700
2015
Q1 		$3K Buy
81
+79
+3,950% +$2.96K ﹤0.01% 899
2014
Q4 		$0 Buy
+2
New +$79 ﹤0.01% 746

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealthfront's DCI Position: Q4 2015 in Review

Wealthfront sold out of Donaldson (DCI) in Q4 2015, closing a stake of 686 shares — an estimated $19K sold.

Wealthfront first reported a position in DCI in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q3 2015. 298 funds tracked by Wall St. Rank hold DCI as of Q4 2015.

  • Wealthfront reported no remaining Donaldson position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 686 Donaldson shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in Donaldson in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Donaldson position peaked at $19K in Q3 2015.
  • 298 funds tracked by Wall St. Rank held Donaldson as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.