KJWM
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Kiley Juergens Wealth Management’s Dana Inc DAN Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-289
Closed – – 173
2018
Q3 		$0 Hold
289
– – ﹤0.01% 664
2018
Q2 		$0 Buy
+289
New +$6.87K ﹤0.01% 603
2018
Q1 		– Sell
-289
Closed -$9K – 200
2017
Q4 		$9K Buy
+289
New +$8.89K 0.01% 470

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiley Juergens Wealth Management's DAN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Dana Inc (DAN) in Q4 2018, closing a stake of 289 shares.

Kiley Juergens Wealth Management first reported a position in DAN in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 265 funds tracked by Wall St. Rank hold DAN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Dana Inc position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 289 Dana Inc shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Dana Inc in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Dana Inc position peaked at $9K in Q4 2017.
  • 265 funds tracked by Wall St. Rank held Dana Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.