Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Donaldson DCI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-4,042
Closed -$233K – 447
2019
Q4 		$233K Hold
4,042
– – 0.02% 441
2019
Q3 		$211K Sell
4,042
-18
-0.4% -$891 0.02% 425
2019
Q2 		$206K Sell
4,060
-53
-1% -$2.69K 0.02% 435
2019
Q1 		$206K Buy
4,113
+131
+3% +$6.33K 0.02% 426
2018
Q4 		$173K Sell
3,982
-10
-0.3% -$517 0.02% 433
2018
Q3 		$233K Buy
3,992
+61
+2% +$3.06K 0.02% 423
2018
Q2 		$177K Sell
3,931
-780
-17% -$36K 0.02% 498
2018
Q1 		$212K Sell
4,711
-117
-2% -$5.6K 0.02% 446
2017
Q4 		$236K Buy
4,828
+69
+1% +$3.29K 0.02% 429
2017
Q3 		$219K Buy
4,759
+46
+1% +$2.13K 0.02% 444
2017
Q2 		$215K Buy
4,713
+1,937
+70% +$89.2K 0.03% 430
2017
Q1 		$126K Hold
2,776
– – 0.02% 514
2016
Q4 		$117K Hold
2,776
– – 0.02% 527
2016
Q3 		$104K Hold
2,776
– – 0.02% 556
2016
Q2 		$95K Hold
2,776
– – 0.02% 542
2016
Q1 		$89K Buy
2,776
+105
+4% +$3.08K 0.02% 545
2015
Q4 		$77K Buy
+2,671
New +$78.6K 0.01% 596

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DCI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Donaldson (DCI) in Q1 2020, closing a stake of 4,042 shares — an estimated $233K sold.

Wealthspire Advisors (Maryland) first reported a position in DCI in Q4 2015 and held it in 17 quarters. The position peaked at $236K in Q4 2017. 334 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,042 Donaldson shares in Q1 2020, an estimated $233K.
  • Wealthspire Advisors (Maryland) first reported a position in Donaldson in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Donaldson position peaked at $236K in Q4 2017.
  • 334 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.