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Wilbanks Smith & Thomas Asset Management’s Donaldson DCI Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-177
Closed -$10K – 571
2018
Q3 		$10K Buy
+177
New +$8.89K ﹤0.01% 1040

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State Farm Mutual Automobile Insurance
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wilbanks Smith & Thomas Asset Management's DCI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Donaldson (DCI) in Q4 2018, closing a stake of 177 shares — an estimated $10K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DCI in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 371 funds tracked by Wall St. Rank hold DCI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Donaldson position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 177 Donaldson shares in Q4 2018, an estimated $10K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Donaldson in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Donaldson position peaked at $10K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Donaldson as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.