WAM
DCH

Wealthspire Advisors (Maryland)’s Dauch Corp DCH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-503
Closed -$7K – 594
2019
Q1 		$7K Hold
503
– – ﹤0.01% 1659
2018
Q4 		$6K Buy
503
+204
+68% +$2.73K ﹤0.01% 1640
2018
Q3 		$5K Buy
299
+60
+25% +$1.03K ﹤0.01% 1775
2018
Q2 		$4K Buy
239
+85
+55% +$1.37K ﹤0.01% 1854
2018
Q1 		$2K Sell
154
-18
-10% -$296 ﹤0.01% 2132
2017
Q4 		$3K Buy
172
+154
+856% +$2.73K ﹤0.01% 1970
2017
Q3 		$0 Buy
18
+1
+6% +$15 ﹤0.01% 2251
2017
Q2 		$0 Sell
17
-46
-73% -$749 ﹤0.01% 2192
2017
Q1 		$1K Buy
63
+26
+70% +$519 ﹤0.01% 1769
2016
Q4 		$1K Hold
37
– – ﹤0.01% 1620
2016
Q3 		$1K Buy
37
+7
+23% +$118 ﹤0.01% 1620
2016
Q2 		$0 Buy
+30
New +$468 ﹤0.01% 1691
2016
Q1 		– Sell
-2,850
Closed -$54K – 1744
2015
Q4 		$54K Buy
+2,850
New +$60K 0.01% 693

Other funds holding DCH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Dauch Corp (DCH) in Q2 2019, closing a stake of 503 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in DCH in Q4 2015 and held it in 13 quarters. The position peaked at $54K in Q4 2015. 214 funds tracked by Wall St. Rank hold DCH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dauch Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 503 Dauch Corp shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Dauch Corp in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Dauch Corp position peaked at $54K in Q4 2015.
  • 214 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2019.

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