WAM
DALN

Wealthspire Advisors (Maryland)’s DallasNews DALN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DALN Stock Details DALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-37
Closed -$1K – 2457
2018
Q1 		$1K Buy
37
+1
+3% +$20 ﹤0.01% 2317
2017
Q4 		$1K Buy
36
+1
+3% +$19 ﹤0.01% 2261
2017
Q3 		$1K Buy
35
+1
+3% +$20 ﹤0.01% 2077
2017
Q2 		$1K Buy
+34
New +$782 ﹤0.01% 2069

Other funds holding DALN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DALN Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of DallasNews (DALN) in Q2 2018, closing a stake of 37 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DALN in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 51 funds tracked by Wall St. Rank hold DALN as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining DallasNews position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 37 DallasNews shares in Q2 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in DallasNews in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s DallasNews position peaked at $1K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held DallasNews as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.