BHWM
DAI

Bay Harbor Wealth Management’s DAIMLER AG DAI Stock Holding History

Bay Harbor Wealth Management’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-131
Closed -$5K – 426
2020
Q2 		$5K Hold
131
– – ﹤0.01% 250
2020
Q1 		$4K Hold
131
– – ﹤0.01% 246
2019
Q4 		$7K Hold
131
– – ﹤0.01% 247
2019
Q3 		$6K Hold
131
– – ﹤0.01% 264
2019
Q2 		$7K Buy
+131
New +$7K ﹤0.01% 253

Other funds holding DAI

ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Bay Harbor Wealth Management's DAI Position: Q3 2020 in Review

Bay Harbor Wealth Management sold out of DAIMLER AG (DAI) in Q3 2020, closing a stake of 131 shares — an estimated $5K sold.

Bay Harbor Wealth Management first reported a position in DAI in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 11 funds tracked by Wall St. Rank hold DAI as of Q3 2020.

  • Bay Harbor Wealth Management reported no remaining DAIMLER AG position as of Q3 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 131 DAIMLER AG shares in Q3 2020, an estimated $5K.
  • Bay Harbor Wealth Management first reported a position in DAIMLER AG in Q2 2019 and held it in 5 quarters.
  • Bay Harbor Wealth Management's DAIMLER AG position peaked at $7K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.