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DIN icon

Summit Wealth & Retirement Planning’s Dine Brands DIN Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,599
Closed -$301K – 118
2019
Q4 		$301K Buy
3,599
+1
+0% +$78 0.13% 105
2019
Q3 		$273K Buy
3,598
+1
+0% +$82 0.17% 101
2019
Q2 		$343K Sell
3,597
-376
-9% -$34.3K 0.2% 99
2019
Q1 		$363K Sell
3,973
-338
-8% -$28.7K 0.22% 98
2018
Q4 		$290K Buy
+4,311
New +$356K 0.22% 93

Other funds holding DIN

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Summit Wealth & Retirement Planning's DIN Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of Dine Brands (DIN) in Q1 2020, closing a stake of 3,599 shares — an estimated $301K sold.

Summit Wealth & Retirement Planning first reported a position in DIN in Q4 2018 and held it in 5 quarters. The position peaked at $363K in Q1 2019. 156 funds tracked by Wall St. Rank hold DIN as of Q1 2020.

  • Summit Wealth & Retirement Planning reported no remaining Dine Brands position as of Q1 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,599 Dine Brands shares in Q1 2020, an estimated $301K.
  • Summit Wealth & Retirement Planning first reported a position in Dine Brands in Q4 2018 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Dine Brands position peaked at $363K in Q1 2019.
  • 156 funds tracked by Wall St. Rank held Dine Brands as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.