WAM
DCI icon

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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return