DT
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Diversified Trust’s Trex TREX Stock Holding History

Diversified Trust’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$412K Buy
+41,400
New +$339K 0.04% 354

Other funds holding TREX

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified Trust's TREX Position: Q4 2013 in Review

Diversified Trust opened a new position in Trex (TREX) in Q4 2013: 41,400 shares worth $412K. The stake represents 0.04% of the portfolio and ranks #354 among its holdings.

147 funds tracked by Wall St. Rank hold TREX as of Q4 2013.

  • Diversified Trust held 41,400 shares of Trex worth $412K as of Q4 2013.
  • Trex was a new Diversified Trust position in Q4 2013.
  • Trex made up 0.04% of Diversified Trust's portfolio in Q4 2013, its #354 holding.
  • 147 funds tracked by Wall St. Rank held Trex as of Q4 2013.

Based on Diversified Trust's 13F filing for Q4 2013, filed 10 Feb 2014.