WF
BOOM icon

Welch & Forbes’s DMC Global BOOM Stock Holding History

Welch & Forbes’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,931
Closed -$132K – 332
2015
Q3 		$132K Sell
13,931
-2,200
-14% -$22.7K ﹤0.01% 322
2015
Q2 		$177K Sell
16,131
-500
-3% -$6.07K 0.01% 326
2015
Q1 		$212K Sell
16,631
-2,825
-15% -$41.3K 0.01% 315
2014
Q4 		$312K Sell
19,456
-620
-3% -$10.5K 0.01% 299
2014
Q3 		$382K Buy
20,076
+1,425
+8% +$29.2K 0.01% 278
2014
Q2 		$412K Sell
18,651
-900
-5% -$18.6K 0.01% 259
2014
Q1 		$372K Buy
19,551
+314
+2% +$6.64K 0.01% 276
2013
Q4 		$418K Buy
19,237
+671
+4% +$14.9K 0.01% 260
2013
Q3 		$430K Sell
18,566
-4,900
-21% -$99.9K 0.01% 267
2013
Q2 		$388K Buy
+23,466
New +$383K 0.01% 254

Other funds holding BOOM

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return