AIM
DX

Anchor Investment Management’s Dynex Capital DX Stock Holding History

Anchor Investment Management’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
Q3 		– Sell
-833
Closed -$16.3K – 819
2018
Q2 		$16.3K Hold
833
– – ﹤0.01% 608
2018
Q1 		$16.6K Hold
833
– – ﹤0.01% 590
2017
Q4 		$17.5K Hold
833
– – ﹤0.01% 582
2017
Q3 		$18.2K Hold
833
– – 0.01% 560
2017
Q2 		$17.8K Hold
833
– – 0.01% 506
2017
Q1 		$17.7K Hold
833
– – 0.01% 499
2016
Q4 		$17.1K Hold
833
– – 0.01% 487
2016
Q3 		$18.6K Hold
833
– – 0.01% 455
2016
Q2 		$17.4K Hold
833
– – 0.01% 456
2016
Q1 		$16.6K Buy
+833
New +$15.6K 0.01% 443

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Anchor Investment Management's DX Position: Q3 2018 in Review

Anchor Investment Management sold out of Dynex Capital (DX) in Q3 2018, closing a stake of 833 shares — an estimated $16.3K sold.

Anchor Investment Management first reported a position in DX in Q1 2016 and held it in 10 quarters. The position peaked at $18.6K in Q3 2016. 120 funds tracked by Wall St. Rank hold DX as of Q3 2018.

  • Anchor Investment Management reported no remaining Dynex Capital position as of Q3 2018 after selling out during the quarter.
  • Anchor Investment Management sold 833 Dynex Capital shares in Q3 2018, an estimated $16.3K.
  • Anchor Investment Management first reported a position in Dynex Capital in Q1 2016 and held it in 10 quarters.
  • Anchor Investment Management's Dynex Capital position peaked at $18.6K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2018.

Based on Anchor Investment Management's 13F filing for Q3 2018, filed 3 Jan 2024.