PWAG
DCH

Polaris Wealth Advisory Group’s Dauch Corp DCH Stock Holding History

Polaris Wealth Advisory Group’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
-17,500
Closed -$54K – 110
2015
Q4 		$54K Buy
+17,500
New +$369K 0.01% 140

Other funds holding DCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Polaris Wealth Advisory Group's DCH Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of Dauch Corp (DCH) in Q2 2016, closing a stake of 40,322 shares — an estimated $621K sold.

Polaris Wealth Advisory Group first reported a position in DCH in Q4 2015 and held it in 2 quarters. The position peaked at $764K in Q4 2015. 218 funds tracked by Wall St. Rank hold DCH as of Q2 2016.

  • Polaris Wealth Advisory Group reported no remaining Dauch Corp position as of Q2 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 40,322 Dauch Corp shares in Q2 2016, an estimated $621K.
  • Polaris Wealth Advisory Group first reported a position in Dauch Corp in Q4 2015 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Dauch Corp position peaked at $764K in Q4 2015.
  • 218 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.