EWM
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Evercore Wealth Management’s Dana Inc DAN Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-123
Closed -$3K – 871
2013
Q3 		$3K Buy
+123
New +$2.66K ﹤0.01% 926

Other funds holding DAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Evercore Wealth Management's DAN Position: Q4 2013 in Review

Evercore Wealth Management sold out of Dana Inc (DAN) in Q4 2013, closing a stake of 123 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in DAN in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 231 funds tracked by Wall St. Rank hold DAN as of Q4 2013.

  • Evercore Wealth Management reported no remaining Dana Inc position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 123 Dana Inc shares in Q4 2013, an estimated $3K.
  • Evercore Wealth Management first reported a position in Dana Inc in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Dana Inc position peaked at $3K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held Dana Inc as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.