Dana Investment Advisors’s ISHARES TR FINLS BD ETF MONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,310
Closed -$281K 294
2015
Q2
$281K Buy
5,310
+1,461
+38% +$79K 0.01% 245
2015
Q1
$212K Buy
+3,849
New +$210K 0.01% 256

Dana Investment Advisors's MONY Position: Q3 2015 in Review

Dana Investment Advisors sold out of ISHARES TR FINLS BD ETF (MONY) in Q3 2015, closing a stake of 5,310 shares — an estimated $281K sold.

Dana Investment Advisors first reported a position in MONY in Q1 2015 and held it in 2 quarters. The position peaked at $281K in Q2 2015. 0 funds tracked by Wall St. Rank hold MONY as of Q3 2015.

  • Dana Investment Advisors reported no remaining ISHARES TR FINLS BD ETF position as of Q3 2015 after selling out during the quarter.
  • Dana Investment Advisors sold 5,310 ISHARES TR FINLS BD ETF shares in Q3 2015, an estimated $281K.
  • Dana Investment Advisors first reported a position in ISHARES TR FINLS BD ETF in Q1 2015 and held it in 2 quarters.
  • Dana Investment Advisors's ISHARES TR FINLS BD ETF position peaked at $281K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES TR FINLS BD ETF as of Q3 2015.

Based on Dana Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.