Westfield Capital Management
DCI icon

Westfield Capital Management’s Donaldson DCI Stock Holding History

Westfield Capital Management’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
2014
Q2 		– Sell
-801,848
Closed -$34M – 319
2014
Q1 		$34M Sell
801,848
-14,640
-2% -$616K 0.2% 150
2013
Q4 		$35.5M Buy
+816,488
New +$33.3M 0.21% 149

Other funds holding DCI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westfield Capital Management's DCI Position: Q2 2014 in Review

Westfield Capital Management sold out of Donaldson (DCI) in Q2 2014, closing a stake of 801,848 shares — an estimated $34M sold.

Westfield Capital Management first reported a position in DCI in Q4 2013 and held it in 2 quarters. The position peaked at $35.5M in Q4 2013. 309 funds tracked by Wall St. Rank hold DCI as of Q2 2014.

  • Westfield Capital Management reported no remaining Donaldson position as of Q2 2014 after selling out during the quarter.
  • Westfield Capital Management sold 801,848 Donaldson shares in Q2 2014, an estimated $34M.
  • Westfield Capital Management first reported a position in Donaldson in Q4 2013 and held it in 2 quarters.
  • Westfield Capital Management's Donaldson position peaked at $35.5M in Q4 2013.
  • 309 funds tracked by Wall St. Rank held Donaldson as of Q2 2014.

Based on Westfield Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.