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Dana Investment Advisors’s StoneX SNEX Stock Holding History

Dana Investment Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-74,753
Closed -$566K – 276
2017
Q3 		$566K Buy
+74,753
New +$547K 0.03% 214

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dana Investment Advisors's SNEX Position: Q4 2017 in Review

Dana Investment Advisors sold out of StoneX (SNEX) in Q4 2017, closing a stake of 74,753 shares — an estimated $566K sold.

Dana Investment Advisors first reported a position in SNEX in Q3 2017 and held it in 1 quarter. The position peaked at $566K in Q3 2017. 130 funds tracked by Wall St. Rank hold SNEX as of Q4 2017.

  • Dana Investment Advisors reported no remaining StoneX position as of Q4 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 74,753 StoneX shares in Q4 2017, an estimated $566K.
  • Dana Investment Advisors first reported a position in StoneX in Q3 2017 and held it in 1 quarter.
  • Dana Investment Advisors's StoneX position peaked at $566K in Q3 2017.
  • 130 funds tracked by Wall St. Rank held StoneX as of Q4 2017.

Based on Dana Investment Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.