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Grimes & Company’s DXP Enterprises DXPE Stock Holding History

Grimes & Company’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
Q4 		– Sell
-3,450
Closed -$254K – 167
2014
Q3 		$254K Hold
3,450
– – 0.07% 125
2014
Q2 		$261K Hold
3,450
– – 0.07% 129
2014
Q1 		$328K Buy
+3,450
New +$347K 0.09% 108

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grimes & Company's DXPE Position: Q4 2014 in Review

Grimes & Company sold out of DXP Enterprises (DXPE) in Q4 2014, closing a stake of 3,450 shares — an estimated $254K sold.

Grimes & Company first reported a position in DXPE in Q1 2014 and held it in 3 quarters. The position peaked at $328K in Q1 2014. 147 funds tracked by Wall St. Rank hold DXPE as of Q4 2014.

  • Grimes & Company reported no remaining DXP Enterprises position as of Q4 2014 after selling out during the quarter.
  • Grimes & Company sold 3,450 DXP Enterprises shares in Q4 2014, an estimated $254K.
  • Grimes & Company first reported a position in DXP Enterprises in Q1 2014 and held it in 3 quarters.
  • Grimes & Company's DXP Enterprises position peaked at $328K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2014.

Based on Grimes & Company's 13F filing for Q4 2014, filed 12 Feb 2015.