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Independent Portfolio Consultants’s Dana Inc DAN Stock Holding History

Independent Portfolio Consultants’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
Q2 		$11K Sell
505
-1,290
-72% -$26.2K ﹤0.01% 697
2017
Q1 		$35K Sell
1,795
-665
-27% -$12.9K 0.01% 609
2016
Q4 		$47K Buy
2,460
+175
+8% +$2.93K 0.02% 553
2016
Q3 		$36K Sell
2,285
-835
-27% -$11.4K 0.01% 596
2016
Q2 		$33K Buy
3,120
+40
+1% +$494 0.01% 592
2016
Q1 		$43K Sell
3,080
-505
-14% -$6.31K 0.01% 594
2015
Q4 		$49K Hold
3,585
– – 0.01% 573
2015
Q3 		$57K Sell
3,585
-65
-2% -$1.18K 0.01% 565
2015
Q2 		$75K Sell
3,650
-10
-0.3% -$216 0.02% 555
2015
Q1 		$77K Buy
+3,660
New +$79K 0.02% 534

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's DAN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Dana Inc (DAN) stake by 72% in Q2 2017, selling an estimated $26.2K and leaving 505 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Independent Portfolio Consultants first reported a position in DAN in Q1 2015 and has held it in 10 quarters since. The position peaked at $77K in Q1 2015. 240 funds tracked by Wall St. Rank hold DAN as of Q2 2017.

  • Independent Portfolio Consultants held 505 shares of Dana Inc worth $11K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,290 Dana Inc shares in Q2 2017, an estimated $26.2K.
  • Dana Inc made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #697 holding.
  • Independent Portfolio Consultants first reported a position in Dana Inc in Q1 2015 and has held it in 10 quarters since.
  • Independent Portfolio Consultants's Dana Inc position peaked at $77K in Q1 2015.
  • 240 funds tracked by Wall St. Rank held Dana Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.