Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Dana Inc DAN Stock Holding History

Wealthspire Advisors (Maryland)’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
-314
Closed -$6K – 828
2019
Q1 		$6K Sell
314
-13
-4% -$231 ﹤0.01% 1732
2018
Q4 		$4K Buy
327
+55
+20% +$834 ﹤0.01% 1803
2018
Q3 		$5K Buy
272
+46
+20% +$926 ﹤0.01% 1782
2018
Q2 		$5K Sell
226
-15
-6% -$356 ﹤0.01% 1775
2018
Q1 		$6K Sell
241
-95
-28% -$2.81K ﹤0.01% 1726
2017
Q4 		$11K Buy
336
+48
+17% +$1.48K ﹤0.01% 1538
2017
Q3 		$8K Sell
288
-13
-4% -$316 ﹤0.01% 1643
2017
Q2 		$7K Buy
301
+144
+92% +$2.92K ﹤0.01% 1652
2017
Q1 		$3K Buy
157
+101
+180% +$1.96K ﹤0.01% 1616
2016
Q4 		$1K Hold
56
– – ﹤0.01% 1633
2016
Q3 		$1K Sell
56
-17
-23% -$232 ﹤0.01% 1631
2016
Q2 		$1K Hold
73
– – ﹤0.01% 1596
2016
Q1 		$1K Buy
73
+58
+387% +$725 ﹤0.01% 1637
2015
Q4 		$0 Buy
+15
New +$237 ﹤0.01% 1723

Other funds holding DAN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DAN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Dana Inc (DAN) in Q2 2019, closing a stake of 314 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in DAN in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q4 2017. 267 funds tracked by Wall St. Rank hold DAN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dana Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 314 Dana Inc shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Dana Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Dana Inc position peaked at $11K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Dana Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.