MSFP
DCH

Mark Sheptoff Financial Planning’s Dauch Corp DCH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$4K – 353
2015
Q4 		$4K Hold
200
– – ﹤0.01% 308
2015
Q3 		$4K Buy
+200
New +$4.04K ﹤0.01% 296

Other funds holding DCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Mark Sheptoff Financial Planning's DCH Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Dauch Corp (DCH) in Q1 2016, closing a stake of 200 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in DCH in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 216 funds tracked by Wall St. Rank hold DCH as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Dauch Corp position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Dauch Corp shares in Q1 2016, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Dauch Corp in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Dauch Corp position peaked at $4K in Q4 2015.
  • 216 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.