DIA
WAC

Dana Investment Advisors’s Walter Investment Mgt Corp WAC Stock Holding History

Dana Investment Advisors’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-32,960
Closed -$983K – 280
2014
Q1 		$983K Buy
32,960
+14,434
+78% +$434K 0.06% 153
2013
Q4 		$655K Buy
18,526
+2,825
+18% +$106K 0.04% 186
2013
Q3 		$621K Buy
15,701
+382
+2% +$14.7K 0.04% 156
2013
Q2 		$518K Buy
+15,319
New +$544K 0.04% 177

Other funds holding WAC

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Dana Investment Advisors's WAC Position: Q2 2014 in Review

Dana Investment Advisors sold out of Walter Investment Mgt Corp (WAC) in Q2 2014, closing a stake of 32,960 shares — an estimated $983K sold.

Dana Investment Advisors first reported a position in WAC in Q2 2013 and held it in 4 quarters. The position peaked at $983K in Q1 2014. 120 funds tracked by Wall St. Rank hold WAC as of Q2 2014.

  • Dana Investment Advisors reported no remaining Walter Investment Mgt Corp position as of Q2 2014 after selling out during the quarter.
  • Dana Investment Advisors sold 32,960 Walter Investment Mgt Corp shares in Q2 2014, an estimated $983K.
  • Dana Investment Advisors first reported a position in Walter Investment Mgt Corp in Q2 2013 and held it in 4 quarters.
  • Dana Investment Advisors's Walter Investment Mgt Corp position peaked at $983K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q2 2014.

Based on Dana Investment Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.