OIA
DAI

OneDigital Investment Advisors’s DAIMLER AG DAI Stock Holding History

OneDigital Investment Advisors’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-280
Closed -$18K – 1351
2018
Q2 		$18K Hold
280
– – ﹤0.01% 860
2018
Q1 		$24K Hold
280
– – 0.01% 765
2017
Q4 		$24K Buy
+280
New +$24K ﹤0.01% 752
2017
Q3 		– Sell
-280
Closed -$20K – 1237
2017
Q2 		$20K Buy
+280
New +$20K 0.01% 753

Other funds holding DAI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
DM
Delphi Management Brookline, Massachusetts $83.6M AUM 26.67% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

OneDigital Investment Advisors's DAI Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of DAIMLER AG (DAI) in Q3 2018, closing a stake of 280 shares — an estimated $18K sold.

OneDigital Investment Advisors first reported a position in DAI in Q2 2017 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 14 funds tracked by Wall St. Rank hold DAI as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining DAIMLER AG position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 280 DAIMLER AG shares in Q3 2018, an estimated $18K.
  • OneDigital Investment Advisors first reported a position in DAIMLER AG in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's DAIMLER AG position peaked at $24K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.