Wealth Enhancement Advisory Services
DNB

Wealth Enhancement Advisory Services’s Dun & Bradstreet DNB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,617
Closed -$1.5M – 220
2018
Q3 		$1.5M Buy
+10,617
New +$1.44M 0.09% 84

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State Street
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Millennium Management
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AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
UOC
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Wealth Enhancement Advisory Services's DNB Position: Q4 2018 in Review

Wealth Enhancement Advisory Services sold out of Dun & Bradstreet (DNB) in Q4 2018, closing a stake of 10,617 shares — an estimated $1.5M sold.

Wealth Enhancement Advisory Services first reported a position in DNB in Q3 2018 and held it in 1 quarter. The position peaked at $1.5M in Q3 2018. 316 funds tracked by Wall St. Rank hold DNB as of Q4 2018.

  • Wealth Enhancement Advisory Services reported no remaining Dun & Bradstreet position as of Q4 2018 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,617 Dun & Bradstreet shares in Q4 2018, an estimated $1.5M.
  • Wealth Enhancement Advisory Services first reported a position in Dun & Bradstreet in Q3 2018 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Dun & Bradstreet position peaked at $1.5M in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q4 2018.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2018, filed 4 Feb 2019.