Mosaic Family Wealth’s Dana Inc DAN Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-105	Closed	-$2K	–	269
2019 Q1	$2K	Hold	105	–	–	﹤0.01%	638
2018 Q4	$1K	Buy	105 +1	+1%	+$15	﹤0.01%	614
2018 Q3	$1K	Hold	104	–	–	﹤0.01%	625
2018 Q2	$2K	Buy	104 +1	+1%	+$24	﹤0.01%	633
2018 Q1	$3K	Hold	103	–	–	﹤0.01%	611
2017 Q4	$3K	Hold	103	–	–	﹤0.01%	625
2017 Q3	$3K	Buy	103 +1	+1%	+$24	﹤0.01%	785
2017 Q2	$2K	Hold	102	–	–	﹤0.01%	672
2017 Q1	$2K	Hold	102	–	–	﹤0.01%	681
2016 Q4	$2K	Buy	102 +1	+1%	+$17	﹤0.01%	660
2016 Q3	$2K	Hold	101	–	–	﹤0.01%	678
2016 Q2	$2K	Buy	101 +1	+1%	+$12	﹤0.01%	719
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	754
2015 Q4	$1K	Buy	+100	New	+$1.58K	﹤0.01%	737

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

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

AllianceBernstein

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return