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WealthPLAN Partners’s Donaldson DCI Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$1.16K Buy
+32
New +$1.17K ﹤0.01% 889

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's DCI Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Donaldson (DCI) in Q3 2016: 32 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

322 funds tracked by Wall St. Rank hold DCI as of Q3 2016.

  • WealthPLAN Partners held 32 shares of Donaldson worth $1.16K as of Q3 2016.
  • Donaldson was a new WealthPLAN Partners position in Q3 2016.
  • Donaldson made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #889 holding.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.