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B. Riley Wealth Advisors’s Dana Inc DAN Stock Holding History

B. Riley Wealth Advisors’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,206
Closed -$48 – 870
2014
Q4 		$48 Buy
+2,206
New +$44.6K ﹤0.01% 2114
2014
Q3 		– Sell
-4,002
Closed -$97.7K – 903
2014
Q2 		$97.7K Buy
+4,002
New +$89.7K 0.02% 736

Other funds holding DAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

B. Riley Wealth Advisors's DAN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Dana Inc (DAN) in Q1 2015, closing a stake of 2,206 shares — an estimated $48 sold.

B. Riley Wealth Advisors first reported a position in DAN in Q2 2014 and held it in 2 quarters. The position peaked at $97.7K in Q2 2014. 242 funds tracked by Wall St. Rank hold DAN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Dana Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,206 Dana Inc shares in Q1 2015, an estimated $48.
  • B. Riley Wealth Advisors first reported a position in Dana Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Dana Inc position peaked at $97.7K in Q2 2014.
  • 242 funds tracked by Wall St. Rank held Dana Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.