WP
DAI

WealthPLAN Partners’s DAIMLER AG DAI Stock Holding History

WealthPLAN Partners’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
-19,730
Closed -$1.18M – 1157
2016
Q2 		$1.18M Buy
+19,730
New +$1.18M 0.15% 109
2015
Q4 		$104K Buy
+1,249
New +$104K 0.02% 403
2015
Q2 		– Sell
-1,468
Closed -$142K – 558
2015
Q1 		$142K Buy
+1,468
New +$142K 0.07% 140

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

WealthPLAN Partners's DAI Position: Q3 2016 in Review

WealthPLAN Partners sold out of DAIMLER AG (DAI) in Q3 2016, closing a stake of 19,730 shares — an estimated $1.18M sold.

WealthPLAN Partners first reported a position in DAI in Q1 2015 and held it in 3 quarters. The position peaked at $1.18M in Q2 2016. 21 funds tracked by Wall St. Rank hold DAI as of Q3 2016.

  • WealthPLAN Partners reported no remaining DAIMLER AG position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 19,730 DAIMLER AG shares in Q3 2016, an estimated $1.18M.
  • WealthPLAN Partners first reported a position in DAIMLER AG in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's DAIMLER AG position peaked at $1.18M in Q2 2016.
  • 21 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.