Howe & Rusling’s Dana Inc DAN Stock Holding History

Howe & Rusling’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
2017 Q3	–	Sell	-423	Closed	-$9K	–	893
2017 Q2	$9K	Sell	423 -18	-4%	-$366	﹤0.01%	505
2017 Q1	$9K	Sell	441 -22	-5%	-$426	﹤0.01%	523
2016 Q4	$9K	Hold	463	–	–	﹤0.01%	523
2016 Q3	$7K	Sell	463 -460	-50%	-$6.27K	﹤0.01%	586
2016 Q2	$10K	Sell	923 -73	-7%	-$901	﹤0.01%	483
2016 Q1	$14K	Sell	996 -184	-16%	-$2.3K	﹤0.01%	462
2015 Q4	$16K	Hold	1,180	–	–	﹤0.01%	413
2015 Q3	$19K	Buy	1,180 +56	+5%	+$1.01K	﹤0.01%	391
2015 Q2	$23K	Buy	1,124 +69	+7%	+$1.49K	0.01%	385
2015 Q1	$22K	Sell	1,055 -19	-2%	-$410	﹤0.01%	381
2014 Q4	$23K	Buy	1,074 +41	+4%	+$829	0.01%	371
2014 Q3	$20K	Sell	1,033 -27	-3%	-$613	﹤0.01%	383
2014 Q2	$26K	Sell	1,060 -66	-6%	-$1.48K	0.01%	356
2014 Q1	$26K	Buy	1,126 +46	+4%	+$954	0.01%	415
2013 Q4	$21K	Hold	1,080	–	–	0.01%	386
2013 Q3	$25K	Sell	1,080 -70	-6%	-$1.52K	0.01%	434
2013 Q2	$22K	Buy	+1,150	New	+$20.3K	0.01%	468

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return