SIM
DAI

Sonora Investment Management’s DAIMLER AG DAI Stock Holding History

Sonora Investment Management’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
2016
Q3 		– Sell
-30
Closed -$1.8K – 901
2016
Q2 		$1.8K Hold
30
– – ﹤0.01% 783
2016
Q1 		$2.12K Buy
+30
New +$2.12K ﹤0.01% 822

Other funds holding DAI

WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
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
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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonora Investment Management's DAI Position: Q3 2016 in Review

Sonora Investment Management sold out of DAIMLER AG (DAI) in Q3 2016, closing a stake of 30 shares — an estimated $1.8K sold.

Sonora Investment Management first reported a position in DAI in Q1 2016 and held it in 2 quarters. The position peaked at $2.12K in Q1 2016. 21 funds tracked by Wall St. Rank hold DAI as of Q3 2016.

  • Sonora Investment Management reported no remaining DAIMLER AG position as of Q3 2016 after selling out during the quarter.
  • Sonora Investment Management sold 30 DAIMLER AG shares in Q3 2016, an estimated $1.8K.
  • Sonora Investment Management first reported a position in DAIMLER AG in Q1 2016 and held it in 2 quarters.
  • Sonora Investment Management's DAIMLER AG position peaked at $2.12K in Q1 2016.
  • 21 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2016.

Based on Sonora Investment Management's 13F filing for Q3 2016, filed 17 Oct 2016.