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Omnia Family Wealth’s Dine Brands DIN Stock Holding History

Omnia Family Wealth’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-64
Closed -$3K – 640
2017
Q2 		$3K Sell
64
-36
-36% -$1.8K ﹤0.01% 505
2017
Q1 		$6K Buy
+100
New +$6.31K ﹤0.01% 345

Other funds holding DIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Omnia Family Wealth's DIN Position: Q3 2017 in Review

Omnia Family Wealth sold out of Dine Brands (DIN) in Q3 2017, closing a stake of 64 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in DIN in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 162 funds tracked by Wall St. Rank hold DIN as of Q3 2017.

  • Omnia Family Wealth reported no remaining Dine Brands position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 64 Dine Brands shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Dine Brands in Q1 2017 and held it in 2 quarters.
  • Omnia Family Wealth's Dine Brands position peaked at $6K in Q1 2017.
  • 162 funds tracked by Wall St. Rank held Dine Brands as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.