Ground Swell Capital’s Dynex Capital DX Stock Holding History

Ground Swell Capital’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-71	Closed	-$2K	–	2468
2014 Q2	$2K	Buy	+71	New	+$1.83K	﹤0.01%	1470

Other funds holding DX

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ground Swell Capital's DX Position: Q3 2014 in Review

Ground Swell Capital sold out of Dynex Capital (DX) in Q3 2014, closing a stake of 71 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in DX in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 115 funds tracked by Wall St. Rank hold DX as of Q3 2014.

Ground Swell Capital reported no remaining Dynex Capital position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 71 Dynex Capital shares in Q3 2014, an estimated $2K.
Ground Swell Capital first reported a position in Dynex Capital in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Dynex Capital position peaked at $2K in Q2 2014.
115 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.