IPC
DAI

Independent Portfolio Consultants’s DAIMLER AG DAI Stock Holding History

Independent Portfolio Consultants’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,635
Closed -$220K – 466
2013
Q2 		$220K Buy
+3,635
New +$220K 0.1% 396

Other funds holding DAI

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
WIS
Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return
ICM
ICC Capital Management Orlando, Florida $760M AUM 17.03% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BP
Banyan Partners Palm Beach Gardens, Florida $1.18B AUM 16.95% 1-Year Est. Return
WSA
Willow Street Advisors Naples, Florida $179M AUM
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Independent Portfolio Consultants's DAI Position: Q3 2013 in Review

Independent Portfolio Consultants sold out of DAIMLER AG (DAI) in Q3 2013, closing a stake of 3,635 shares — an estimated $220K sold.

Independent Portfolio Consultants first reported a position in DAI in Q2 2013 and held it in 1 quarter. The position peaked at $220K in Q2 2013. 25 funds tracked by Wall St. Rank hold DAI as of Q3 2013.

  • Independent Portfolio Consultants reported no remaining DAIMLER AG position as of Q3 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,635 DAIMLER AG shares in Q3 2013, an estimated $220K.
  • Independent Portfolio Consultants first reported a position in DAIMLER AG in Q2 2013 and held it in 1 quarter.
  • Independent Portfolio Consultants's DAIMLER AG position peaked at $220K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2013.

Based on Independent Portfolio Consultants's 13F filing for Q3 2013, filed 12 Nov 2013.