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Stratos Wealth Partners’s Dana Inc DAN Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,979
Closed -$37K – 1162
2018
Q3 		$37K Buy
+1,979
New +$39.8K ﹤0.01% 1595
2018
Q2 		– Sell
-1,070
Closed -$28K – 1306
2018
Q1 		$28K Hold
1,070
– – ﹤0.01% 1867
2017
Q4 		$34K Buy
+1,070
New +$32.9K ﹤0.01% 1691
2015
Q3 		– Sell
-56,865
Closed -$1.17M – 550
2015
Q2 		$1.17M Buy
56,865
+6,425
+13% +$139K 0.15% 134
2015
Q1 		$1.07M Buy
+50,440
New +$1.09M 0.13% 163

Other funds holding DAN

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's DAN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Dana Inc (DAN) in Q4 2018, closing a stake of 1,979 shares — an estimated $37K sold.

Stratos Wealth Partners first reported a position in DAN in Q1 2015 and held it in 5 quarters. The position peaked at $1.17M in Q2 2015. 265 funds tracked by Wall St. Rank hold DAN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Dana Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,979 Dana Inc shares in Q4 2018, an estimated $37K.
  • Stratos Wealth Partners first reported a position in Dana Inc in Q1 2015 and held it in 5 quarters.
  • Stratos Wealth Partners's Dana Inc position peaked at $1.17M in Q2 2015.
  • 265 funds tracked by Wall St. Rank held Dana Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.