Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FAAS
First Allied Advisory Services’s
Dana Inc
DAN
Stock Holding History
First Allied Advisory Services’s Portfolio
DAN Stock Details
DAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-9,639
Closed
-$250K
–
1167
2018
Q1
$250K
Buy
9,639
+2,255
+31%
+$66.7K
0.01%
951
2017
Q4
$236K
Hold
7,384
–
–
0.01%
980
2017
Q3
$206K
Buy
+7,384
New
+$179K
0.01%
1005
2016
Q1
–
Sell
-10,611
Closed
-$147K
–
1024
2015
Q4
$147K
Sell
10,611
-658
-6%
-$10.4K
0.01%
1025
2015
Q3
$181K
Buy
11,269
+454
+4%
+$8.21K
0.01%
937
2015
Q2
$221K
Buy
10,815
+182
+2%
+$3.94K
0.01%
967
2015
Q1
$225K
Sell
10,633
-375
-3%
-$8.1K
0.01%
910
2014
Q4
$237K
Buy
11,008
+131
+1%
+$2.65K
0.02%
863
2014
Q3
$208K
Buy
+10,877
New
+$247K
0.02%
908
Other funds holding DAN
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
WCM
Wedge Capital Management
Charlotte, North Carolina
$6.06B AUM
47.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AL
AJO LP
Philadelphia, Pennsylvania
$199M AUM
109.68%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
TG
TCW Group
Los Angeles, California
$13.3B AUM
34.44%
1-Year Est. Return
ABC
Anchor Bolt Capital
Chicago, Illinois
$18M AUM
26.14%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close