WealthSource Partners’s Douglas Dynamics PLOW Stock Holding History

WealthSource Partners’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,895	Closed	-$367K	–	304
2016 Q4	$367K	Sell	10,895 -50	-0.5%	-$1.59K	0.15%	138
2016 Q3	$350K	Hold	10,945	–	–	0.13%	161
2016 Q2	$282K	Buy	10,945 +715	+7%	+$16.1K	0.11%	182
2016 Q1	$234K	Buy	+10,230	New	+$206K	0.1%	195

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

WealthSource Partners's PLOW Position: Q1 2017 in Review

WealthSource Partners sold out of Douglas Dynamics (PLOW) in Q1 2017, closing a stake of 10,895 shares — an estimated $367K sold.

WealthSource Partners first reported a position in PLOW in Q1 2016 and held it in 4 quarters. The position peaked at $367K in Q4 2016. 137 funds tracked by Wall St. Rank hold PLOW as of Q1 2017.

WealthSource Partners reported no remaining Douglas Dynamics position as of Q1 2017 after selling out during the quarter.
WealthSource Partners sold 10,895 Douglas Dynamics shares in Q1 2017, an estimated $367K.
WealthSource Partners first reported a position in Douglas Dynamics in Q1 2016 and held it in 4 quarters.
WealthSource Partners's Douglas Dynamics position peaked at $367K in Q4 2016.
137 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2017.

Based on WealthSource Partners's 13F filing for Q1 2017, filed 9 May 2017.