Wealthspire Advisors (Maryland)’s Douglas Dynamics PLOW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,540	Closed	-$59K	–	1600
2019 Q1	$59K	Buy	1,540 +420	+38%	+$15.6K	﹤0.01%	840
2018 Q4	$40K	Buy	1,120 +220	+24%	+$8.63K	﹤0.01%	951
2018 Q3	$40K	Hold	900	–	–	﹤0.01%	1047
2018 Q2	$43K	Sell	900 -300	-25%	-$13.6K	﹤0.01%	1038
2018 Q1	$52K	Hold	1,200	–	–	﹤0.01%	966
2017 Q4	$45K	Hold	1,200	–	–	﹤0.01%	1048
2017 Q3	$47K	Hold	1,200	–	–	0.01%	1007
2017 Q2	$39K	Hold	1,200	–	–	﹤0.01%	1030
2017 Q1	$37K	Hold	1,200	–	–	0.01%	886
2016 Q4	$40K	Hold	1,200	–	–	0.01%	835
2016 Q3	$38K	Hold	1,200	–	–	0.01%	862
2016 Q2	$31K	Hold	1,200	–	–	0.01%	857
2016 Q1	$27K	Buy	1,200 +200	+20%	+$4.02K	﹤0.01%	867
2015 Q4	$21K	Buy	+1,000	New	+$21.9K	﹤0.01%	952

Other funds holding PLOW

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLOW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Douglas Dynamics (PLOW) in Q2 2019, closing a stake of 1,540 shares — an estimated $59K sold.

Wealthspire Advisors (Maryland) first reported a position in PLOW in Q4 2015 and held it in 14 quarters. The position peaked at $59K in Q1 2019. 134 funds tracked by Wall St. Rank hold PLOW as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Douglas Dynamics position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,540 Douglas Dynamics shares in Q2 2019, an estimated $59K.
Wealthspire Advisors (Maryland) first reported a position in Douglas Dynamics in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Douglas Dynamics position peaked at $59K in Q1 2019.
134 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.