Capstone Investment Advisors
DXM

Capstone Investment Advisors’s DEX MEDIA INC NEW COM STK (DE) DXM Stock Holding History

Capstone Investment Advisors’s Portfolio DXM Stock Details DXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-35,000
Closed -$334K – 462
2014
Q3 		$334K Buy
+35,000
New +$414K ﹤0.01% 396
2014
Q2 		– Sell
-220,100
Closed -$2.12M – 507
2014
Q1 		$2.02M Buy
+220,100
New +$1.54M 0.03% 247
2013
Q4 		– Sell
-30,632
Closed -$248K – 607
2013
Q3 		$248K Buy
+30,632
New +$381K ﹤0.01% 490

Other funds holding DXM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wavelength Asset Management New York $31M AUM 22.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capstone Investment Advisors's DXM Position: Q4 2014 in Review

Capstone Investment Advisors sold out of DEX MEDIA INC NEW COM STK (DE) (DXM) in Q4 2014, closing a stake of 35,000 shares — an estimated $334K sold.

Capstone Investment Advisors first reported a position in DXM in Q3 2013 and held it in 3 quarters. The position peaked at $2.02M in Q1 2014. 74 funds tracked by Wall St. Rank hold DXM as of Q4 2014.

  • Capstone Investment Advisors reported no remaining DEX MEDIA INC NEW COM STK (DE) position as of Q4 2014 after selling out during the quarter.
  • Capstone Investment Advisors sold 35,000 DEX MEDIA INC NEW COM STK (DE) shares in Q4 2014, an estimated $334K.
  • Capstone Investment Advisors first reported a position in DEX MEDIA INC NEW COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • Capstone Investment Advisors's DEX MEDIA INC NEW COM STK (DE) position peaked at $2.02M in Q1 2014.
  • 74 funds tracked by Wall St. Rank held DEX MEDIA INC NEW COM STK (DE) as of Q4 2014.

Based on Capstone Investment Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.