WCM
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WealthBridge Capital Management’s Dana Inc DAN Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-62
Closed -$1K – 280
2019
Q1 		$1K Buy
62
+16
+35% +$284 ﹤0.01% 871
2018
Q4 		$1K Buy
+46
New +$698 ﹤0.01% 837

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthBridge Capital Management's DAN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Dana Inc (DAN) in Q2 2019, closing a stake of 62 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in DAN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 267 funds tracked by Wall St. Rank hold DAN as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Dana Inc position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 62 Dana Inc shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Dana Inc in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Dana Inc position peaked at $1K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held Dana Inc as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.