American Research & Management Company’s Dynex Capital DX Stock Holding History

American Research & Management Company’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-333	Closed	-$7K	–	325
2018 Q1	$7K	Hold	333	–	–	﹤0.01%	309
2017 Q4	$7K	Hold	333	–	–	﹤0.01%	311
2017 Q3	$7K	Hold	333	–	–	﹤0.01%	284
2017 Q2	$7K	Hold	333	–	–	﹤0.01%	279
2017 Q1	$7K	Hold	333	–	–	﹤0.01%	270
2016 Q4	$7K	Hold	333	–	–	﹤0.01%	286
2016 Q3	$7K	Hold	333	–	–	﹤0.01%	297
2016 Q2	$7K	Hold	333	–	–	﹤0.01%	279
2016 Q1	$7K	Hold	333	–	–	﹤0.01%	285
2015 Q4	$6K	Hold	333	–	–	﹤0.01%	298
2015 Q3	$7K	Hold	333	–	–	﹤0.01%	294
2015 Q2	$8K	Hold	333	–	–	﹤0.01%	294
2015 Q1	$8K	Hold	333	–	–	﹤0.01%	299
2014 Q4	$8K	Hold	333	–	–	﹤0.01%	291
2014 Q3	$8K	Hold	333	–	–	﹤0.01%	295
2014 Q2	$9K	Hold	333	–	–	﹤0.01%	296
2014 Q1	$9K	Hold	333	–	–	﹤0.01%	296
2013 Q4	$8K	Hold	333	–	–	﹤0.01%	310
2013 Q3	$9K	Hold	333	–	–	﹤0.01%	287
2013 Q2	$10K	Buy	+333	New	+$10.5K	﹤0.01%	278

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Research & Management Company's DX Position: Q2 2018 in Review

American Research & Management Company sold out of Dynex Capital (DX) in Q2 2018, closing a stake of 333 shares — an estimated $7K sold.

American Research & Management Company first reported a position in DX in Q2 2013 and held it in 20 quarters. The position peaked at $10K in Q2 2013. 129 funds tracked by Wall St. Rank hold DX as of Q2 2018.

American Research & Management Company reported no remaining Dynex Capital position as of Q2 2018 after selling out during the quarter.
American Research & Management Company sold 333 Dynex Capital shares in Q2 2018, an estimated $7K.
American Research & Management Company first reported a position in Dynex Capital in Q2 2013 and held it in 20 quarters.
American Research & Management Company's Dynex Capital position peaked at $10K in Q2 2013.
129 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2018.

Based on American Research & Management Company's 13F filing for Q2 2018, filed 25 Jul 2018.