GCA
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Gideon Capital Advisors’s Dana Inc DAN Stock Holding History

Gideon Capital Advisors’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
2018
Q1 		– Sell
-12,538
Closed -$401K – 372
2017
Q4 		$401K Buy
12,538
+4,214
+51% +$130K 0.35% 83
2017
Q3 		$233K Sell
8,324
-5,367
-39% -$130K 0.23% 218
2017
Q2 		$306K Buy
13,691
+2,156
+19% +$43.8K 0.34% 127
2017
Q1 		$223K Buy
+11,535
New +$224K 0.13% 341
2016
Q1 		– Sell
-10,815
Closed -$149K – 164
2015
Q4 		$149K Sell
10,815
-14,381
-57% -$227K 0.11% 182
2015
Q3 		$400K Buy
25,196
+8,057
+47% +$146K 0.23% 140
2015
Q2 		$353K Buy
+17,139
New +$371K 0.15% 177
2015
Q1 		– Sell
-12,903
Closed -$281K – 242
2014
Q4 		$281K Buy
+12,903
New +$261K 0.13% 172

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Gideon Capital Advisors's DAN Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Dana Inc (DAN) in Q1 2018, closing a stake of 12,538 shares — an estimated $401K sold.

Gideon Capital Advisors first reported a position in DAN in Q4 2014 and held it in 8 quarters. The position peaked at $401K in Q4 2017. 284 funds tracked by Wall St. Rank hold DAN as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Dana Inc position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 12,538 Dana Inc shares in Q1 2018, an estimated $401K.
  • Gideon Capital Advisors first reported a position in Dana Inc in Q4 2014 and held it in 8 quarters.
  • Gideon Capital Advisors's Dana Inc position peaked at $401K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Dana Inc as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.