WI
DM

WHV Investments’s DOLAN COMPANY COMMON STOCK DM Stock Holding History

WHV Investments’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-723,700
Closed -$499K – 208
2013
Q4 		$499K Sell
723,700
-333,900
-32% -$533K 0.01% 179
2013
Q3 		$2.39M Sell
1,057,600
-147,415
-12% -$330K 0.02% 166
2013
Q2 		$1.96M Buy
+1,205,015
New +$2.15M 0.02% 167

Other funds holding DM

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

WHV Investments's DM Position: Q1 2014 in Review

WHV Investments sold out of DOLAN COMPANY COMMON STOCK (DM) in Q1 2014, closing a stake of 723,700 shares — an estimated $499K sold.

WHV Investments first reported a position in DM in Q2 2013 and held it in 3 quarters. The position peaked at $2.39M in Q3 2013. 4 funds tracked by Wall St. Rank hold DM as of Q1 2014.

  • WHV Investments reported no remaining DOLAN COMPANY COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 723,700 DOLAN COMPANY COMMON STOCK shares in Q1 2014, an estimated $499K.
  • WHV Investments first reported a position in DOLAN COMPANY COMMON STOCK in Q2 2013 and held it in 3 quarters.
  • WHV Investments's DOLAN COMPANY COMMON STOCK position peaked at $2.39M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DOLAN COMPANY COMMON STOCK as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.