ZAM
DAI

Zevin Asset Management’s DAIMLER AG DAI Stock Holding History

Zevin Asset Management’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
2018
Q1 		– Sell
-9,725
Closed -$826K – 133
2017
Q4 		$826K Sell
9,725
-875
-8% -$74.3K 0.19% 71
2017
Q3 		$844K Buy
+10,600
New +$844K 0.2% 73

Other funds holding DAI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
DM
Delphi Management Brookline, Massachusetts $102M AUM 45.35% 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
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Zevin Asset Management's DAI Position: Q1 2018 in Review

Zevin Asset Management sold out of DAIMLER AG (DAI) in Q1 2018, closing a stake of 9,725 shares — an estimated $826K sold.

Zevin Asset Management first reported a position in DAI in Q3 2017 and held it in 2 quarters. The position peaked at $844K in Q3 2017. 22 funds tracked by Wall St. Rank hold DAI as of Q1 2018.

  • Zevin Asset Management reported no remaining DAIMLER AG position as of Q1 2018 after selling out during the quarter.
  • Zevin Asset Management sold 9,725 DAIMLER AG shares in Q1 2018, an estimated $826K.
  • Zevin Asset Management first reported a position in DAIMLER AG in Q3 2017 and held it in 2 quarters.
  • Zevin Asset Management's DAIMLER AG position peaked at $844K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held DAIMLER AG as of Q1 2018.

Based on Zevin Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.