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Assured Investment Management’s DXP Enterprises DXPE Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-12,500
Closed -$348K – 1179
2018
Q4 		$348K Sell
12,500
-919
-7% -$32.6K 0.01% 763
2018
Q3 		$538K Buy
+13,419
New +$585K 0.01% 739

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Assured Investment Management's DXPE Position: Q1 2019 in Review

Assured Investment Management sold out of DXP Enterprises (DXPE) in Q1 2019, closing a stake of 12,500 shares — an estimated $348K sold.

Assured Investment Management first reported a position in DXPE in Q3 2018 and held it in 2 quarters. The position peaked at $538K in Q3 2018. 140 funds tracked by Wall St. Rank hold DXPE as of Q1 2019.

  • Assured Investment Management reported no remaining DXP Enterprises position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,500 DXP Enterprises shares in Q1 2019, an estimated $348K.
  • Assured Investment Management first reported a position in DXP Enterprises in Q3 2018 and held it in 2 quarters.
  • Assured Investment Management's DXP Enterprises position peaked at $538K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.