Gradient Investments’s Dillards DDS Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-380	Closed	-$10K	–	1157
2020 Q2	$10K	Hold	380	–	–	﹤0.01%	637
2020 Q1	$14K	Hold	380	–	–	﹤0.01%	582
2019 Q4	$28K	Hold	380	–	–	﹤0.01%	509
2019 Q3	$25K	Hold	380	–	–	﹤0.01%	492
2019 Q2	$24K	Hold	380	–	–	﹤0.01%	488
2019 Q1	$27K	Hold	380	–	–	﹤0.01%	408
2018 Q4	$23K	Hold	380	–	–	﹤0.01%	436
2018 Q3	$29K	Hold	380	–	–	﹤0.01%	427
2018 Q2	$36K	Hold	380	–	–	﹤0.01%	384
2018 Q1	$31K	Hold	380	–	–	﹤0.01%	410
2017 Q4	$23K	Buy	+380	New	+$21.1K	﹤0.01%	445
2017 Q3	–	Sell	-380	Closed	-$22K	–	334
2017 Q2	$22K	Hold	380	–	–	﹤0.01%	381
2017 Q1	$20K	Hold	380	–	–	﹤0.01%	397
2016 Q4	$24K	Hold	380	–	–	﹤0.01%	337
2016 Q3	$24K	Hold	380	–	–	﹤0.01%	337
2016 Q2	$23K	Hold	380	–	–	﹤0.01%	335
2016 Q1	$32K	Buy	+380	New	+$28.5K	﹤0.01%	289

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gradient Investments's DDS Position: Q3 2020 in Review

Gradient Investments sold out of Dillards (DDS) in Q3 2020, closing a stake of 380 shares — an estimated $10K sold.

Gradient Investments first reported a position in DDS in Q1 2016 and held it in 17 quarters. The position peaked at $36K in Q2 2018. 133 funds tracked by Wall St. Rank hold DDS as of Q3 2020.

Gradient Investments reported no remaining Dillards position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 380 Dillards shares in Q3 2020, an estimated $10K.
Gradient Investments first reported a position in Dillards in Q1 2016 and held it in 17 quarters.
Gradient Investments's Dillards position peaked at $36K in Q2 2018.
133 funds tracked by Wall St. Rank held Dillards as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.