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Avalon Investment & Advisory’s DXP Enterprises DXPE Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-30,348
Closed -$1.05M – 366
2017
Q2 		$1.05M Buy
+30,348
New +$1.1M 0.03% 257

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Avalon Investment & Advisory's DXPE Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of DXP Enterprises (DXPE) in Q3 2017, closing a stake of 30,348 shares — an estimated $1.05M sold.

Avalon Investment & Advisory first reported a position in DXPE in Q2 2017 and held it in 1 quarter. The position peaked at $1.05M in Q2 2017. 120 funds tracked by Wall St. Rank hold DXPE as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining DXP Enterprises position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 30,348 DXP Enterprises shares in Q3 2017, an estimated $1.05M.
  • Avalon Investment & Advisory first reported a position in DXP Enterprises in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's DXP Enterprises position peaked at $1.05M in Q2 2017.
  • 120 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.