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Certified Advisory Corp’s Dillards DDS Stock Holding History

Certified Advisory Corp’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$8K – 747
2018
Q3 		$8K Hold
100
– – ﹤0.01% 600
2018
Q2 		$9K Hold
100
– – 0.01% 548
2018
Q1 		$8K Hold
100
– – ﹤0.01% 535
2017
Q4 		$6K Buy
+100
New +$5.54K ﹤0.01% 539

Other funds holding DDS

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Certified Advisory Corp's DDS Position: Q4 2018 in Review

Certified Advisory Corp sold out of Dillards (DDS) in Q4 2018, closing a stake of 100 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in DDS in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 185 funds tracked by Wall St. Rank hold DDS as of Q4 2018.

  • Certified Advisory Corp reported no remaining Dillards position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 100 Dillards shares in Q4 2018, an estimated $8K.
  • Certified Advisory Corp first reported a position in Dillards in Q4 2017 and held it in 4 quarters.
  • Certified Advisory Corp's Dillards position peaked at $9K in Q2 2018.
  • 185 funds tracked by Wall St. Rank held Dillards as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.