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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 $500M AUM 25.3% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Welch & Forbes's BOOM Position: Q4 2015 in Review

Welch & Forbes sold out of DMC Global (BOOM) in Q4 2015, closing a stake of 13,931 shares — an estimated $132K sold.

Welch & Forbes first reported a position in BOOM in Q2 2013 and held it in 10 quarters. The position peaked at $430K in Q3 2013. 60 funds tracked by Wall St. Rank hold BOOM as of Q4 2015.

  • Welch & Forbes reported no remaining DMC Global position as of Q4 2015 after selling out during the quarter.
  • Welch & Forbes sold 13,931 DMC Global shares in Q4 2015, an estimated $132K.
  • Welch & Forbes first reported a position in DMC Global in Q2 2013 and held it in 10 quarters.
  • Welch & Forbes's DMC Global position peaked at $430K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held DMC Global as of Q4 2015.

Based on Welch & Forbes's 13F filing for Q4 2015, filed 27 Jan 2016.