BIG
DX

Bellwether Investment Group’s Dynex Capital DX Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-2,528
Closed -$54K – 218
2017
Q1 		$54K Buy
2,528
+73
+3% +$1.49K 0.14% 137
2016
Q4 		$50K Buy
+2,455
New +$50.7K 0.04% 270
2016
Q2 		$48K Buy
+2,321
New +$46.8K 0.05% 251

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
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bellwether Investment Group's DX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Dynex Capital (DX) in Q2 2017, closing a stake of 2,528 shares — an estimated $54K sold.

Bellwether Investment Group first reported a position in DX in Q2 2016 and held it in 3 quarters. The position peaked at $54K in Q1 2017. 113 funds tracked by Wall St. Rank hold DX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Dynex Capital position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,528 Dynex Capital shares in Q2 2017, an estimated $54K.
  • Bellwether Investment Group first reported a position in Dynex Capital in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Dynex Capital position peaked at $54K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.