BSW
DX

Buckingham Strategic Wealth’s Dynex Capital DX Stock Holding History

Buckingham Strategic Wealth’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
2016
Q1 		– Sell
-3,368
Closed -$64K – 244
2015
Q4 		$64K Buy
+3,368
New +$67.4K 0.02% 206

Other funds holding DX

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's DX Position: Q1 2016 in Review

Buckingham Strategic Wealth sold out of Dynex Capital (DX) in Q1 2016, closing a stake of 3,368 shares — an estimated $64K sold.

Buckingham Strategic Wealth first reported a position in DX in Q4 2015 and held it in 1 quarter. The position peaked at $64K in Q4 2015. 107 funds tracked by Wall St. Rank hold DX as of Q1 2016.

  • Buckingham Strategic Wealth reported no remaining Dynex Capital position as of Q1 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,368 Dynex Capital shares in Q1 2016, an estimated $64K.
  • Buckingham Strategic Wealth first reported a position in Dynex Capital in Q4 2015 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Dynex Capital position peaked at $64K in Q4 2015.
  • 107 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2016, filed 6 May 2016.