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Shepherd Kaplan Krochuk’s Dana Inc DAN Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q4 		– Sell
-11,505
Closed -$263K – 556
2013
Q3 		$263K Buy
+11,505
New +$249K 0.04% 342

Other funds holding DAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
RS Investment Management
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Shepherd Kaplan Krochuk's DAN Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Dana Inc (DAN) in Q4 2013, closing a stake of 11,505 shares — an estimated $263K sold.

Shepherd Kaplan Krochuk first reported a position in DAN in Q3 2013 and held it in 1 quarter. The position peaked at $263K in Q3 2013. 230 funds tracked by Wall St. Rank hold DAN as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Dana Inc position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 11,505 Dana Inc shares in Q4 2013, an estimated $263K.
  • Shepherd Kaplan Krochuk first reported a position in Dana Inc in Q3 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Dana Inc position peaked at $263K in Q3 2013.
  • 230 funds tracked by Wall St. Rank held Dana Inc as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.