W
DAI

WealthStone’s DAIMLER AG DAI Stock Holding History

WealthStone’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
2019
Q3 		– Sell
-247
Closed -$3.56K – 698
2019
Q2 		$3.56K Buy
+247
New +$3.56K ﹤0.01% 412

Other funds holding DAI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

WealthStone's DAI Position: Q3 2019 in Review

WealthStone sold out of DAIMLER AG (DAI) in Q3 2019, closing a stake of 247 shares — an estimated $3.56K sold.

WealthStone first reported a position in DAI in Q2 2019 and held it in 1 quarter. The position peaked at $3.56K in Q2 2019. 14 funds tracked by Wall St. Rank hold DAI as of Q3 2019.

  • WealthStone reported no remaining DAIMLER AG position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 247 DAIMLER AG shares in Q3 2019, an estimated $3.56K.
  • WealthStone first reported a position in DAIMLER AG in Q2 2019 and held it in 1 quarter.
  • WealthStone's DAIMLER AG position peaked at $3.56K in Q2 2019.
  • 14 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.