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Gupta Wealth Management’s Dana Inc DAN Stock Holding History

Gupta 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
2016
Q1 		$17K Buy
+1,214
New +$15.2K ﹤0.01% 702
2015
Q3 		– Sell
-437
Closed -$9K – 1270
2015
Q2 		$9K Buy
+437
New +$9.45K ﹤0.01% 911

Other funds holding DAN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's DAN Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Dana Inc (DAN) in Q1 2016: 1,214 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in DAN as recently as Q2 2015.

Gupta Wealth Management first reported a position in DAN in Q2 2015 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold DAN as of Q1 2016.

  • Gupta Wealth Management held 1,214 shares of Dana Inc worth $17K as of Q1 2016.
  • Dana Inc was a new Gupta Wealth Management position in Q1 2016.
  • Dana Inc made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #702 holding.
  • Gupta Wealth Management first reported a position in Dana Inc in Q2 2015 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Dana Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.