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WealthTrust Fairport’s Donaldson DCI Stock Holding History

WealthTrust Fairport’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
2019
Q1 		$25K Buy
+500
New +$24.1K ﹤0.01% 281

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 $5.72T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

WealthTrust Fairport's DCI Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in Donaldson (DCI) in Q1 2019: 500 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings.

347 funds tracked by Wall St. Rank hold DCI as of Q1 2019.

  • WealthTrust Fairport held 500 shares of Donaldson worth $25K as of Q1 2019.
  • Donaldson was a new WealthTrust Fairport position in Q1 2019.
  • Donaldson made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #281 holding.
  • 347 funds tracked by Wall St. Rank held Donaldson as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.