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Ground Swell Capital’s DXP Enterprises DXPE Stock Holding History

Ground Swell Capital’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
Q3 		$4K Sell
48
-23
-32% -$1.75K 0.01% 1551
2014
Q2 		$5K Buy
+71
New +$6.15K 0.01% 1066

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Ground Swell Capital reduced its DXP Enterprises (DXPE) stake by 32% in Q3 2014, selling an estimated $1.75K and leaving 48 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #1551.

Ground Swell Capital first reported a position in DXPE in Q2 2014 and has held it in 2 quarters since. The position peaked at $5K in Q2 2014. 134 funds tracked by Wall St. Rank hold DXPE as of Q3 2014.

  • Ground Swell Capital held 48 shares of DXP Enterprises worth $4K as of Q3 2014.
  • Ground Swell Capital sold 23 DXP Enterprises shares in Q3 2014, an estimated $1.75K.
  • DXP Enterprises made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1551 holding.
  • Ground Swell Capital first reported a position in DXP Enterprises in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's DXP Enterprises position peaked at $5K in Q2 2014.
  • 134 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2014.

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