Advisor Group’s DXP Enterprises DXPE Stock Holding History

Advisor Group’s Portfolio DXPE Stock Details DXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$12K	Sell	300 -510	-63%	-$19K	﹤0.01%	4238
2019 Q3	$27K	Sell	810 -60	-7%	-$2.02K	﹤0.01%	3767
2019 Q2	$34K	Buy	870 +20	+2%	+$768	﹤0.01%	3625
2019 Q1	$33K	Sell	850 -702	-45%	-$24.4K	﹤0.01%	3662
2018 Q4	$43K	Buy	1,552 +595	+62%	+$21.1K	﹤0.01%	3284
2018 Q3	$38K	Buy	957 +395	+70%	+$17.2K	﹤0.01%	3473
2018 Q2	$22K	Sell	562 -853	-60%	-$32.8K	﹤0.01%	3647
2018 Q1	$55K	Sell	1,415 -13	-0.9%	-$426	﹤0.01%	2984
2017 Q4	$42K	Buy	1,428 +170	+14%	+$4.95K	﹤0.01%	3201
2017 Q3	$40K	Buy	1,258 +58	+5%	+$1.73K	﹤0.01%	3095
2017 Q2	$41K	Hold	1,200	–	–	﹤0.01%	2971
2017 Q1	$45K	Hold	1,200	–	–	﹤0.01%	2798
2016 Q4	$42K	Hold	1,200	–	–	﹤0.01%	2739
2016 Q3	$34K	Buy	1,200 +1,000	+500%	+$23K	﹤0.01%	2809
2016 Q2	$2K	Buy	+200	New	+$3.37K	﹤0.01%	4079

Other funds holding DXPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisor Group's DXPE Position: Q4 2019 in Review

Advisor Group reduced its DXP Enterprises (DXPE) stake by 63% in Q4 2019, selling an estimated $19K and leaving 300 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4238.

Advisor Group first reported a position in DXPE in Q2 2016 and has held it in 15 quarters since. The position peaked at $55K in Q1 2018. 124 funds tracked by Wall St. Rank hold DXPE as of Q4 2019.

Advisor Group held 300 shares of DXP Enterprises worth $12K as of Q4 2019.
Advisor Group sold 510 DXP Enterprises shares in Q4 2019, an estimated $19K.
DXP Enterprises made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4238 holding.
Advisor Group first reported a position in DXP Enterprises in Q2 2016 and has held it in 15 quarters since.
Advisor Group's DXP Enterprises position peaked at $55K in Q1 2018.
124 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.