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Dana Investment Advisors’s DXP Enterprises DXPE Stock Holding History

Dana Investment Advisors’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
2014
Q2 		– Sell
-7,506
Closed -$713K – 267
2014
Q1 		$713K Buy
7,506
+1,395
+23% +$140K 0.04% 202
2013
Q4 		$704K Sell
6,111
-780
-11% -$73.3K 0.05% 173
2013
Q3 		$544K Sell
6,891
-13
-0.2% -$918 0.04% 176
2013
Q2 		$460K Buy
+6,904
New +$443K 0.03% 203

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Dana Investment Advisors's DXPE Position: Q2 2014 in Review

Dana Investment Advisors sold out of DXP Enterprises (DXPE) in Q2 2014, closing a stake of 7,506 shares — an estimated $713K sold.

Dana Investment Advisors first reported a position in DXPE in Q2 2013 and held it in 4 quarters. The position peaked at $713K in Q1 2014. 145 funds tracked by Wall St. Rank hold DXPE as of Q2 2014.

  • Dana Investment Advisors reported no remaining DXP Enterprises position as of Q2 2014 after selling out during the quarter.
  • Dana Investment Advisors sold 7,506 DXP Enterprises shares in Q2 2014, an estimated $713K.
  • Dana Investment Advisors first reported a position in DXP Enterprises in Q2 2013 and held it in 4 quarters.
  • Dana Investment Advisors's DXP Enterprises position peaked at $713K in Q1 2014.
  • 145 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2014.

Based on Dana Investment Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.