JIR
DX

James Investment Research’s Dynex Capital DX Stock Holding History

James Investment Research’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
2017
Q2 		– Sell
-133,357
Closed -$2.84M – 734
2017
Q1 		$2.84M Buy
133,357
+76,470
+134% +$1.56M 0.08% 174
2016
Q4 		$1.16M Buy
56,887
+18,570
+48% +$383K 0.03% 258
2016
Q3 		$853K Buy
38,317
+5,737
+18% +$124K 0.02% 262
2016
Q2 		$678K Buy
+32,580
New +$657K 0.02% 239

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

James Investment Research's DX Position: Q2 2017 in Review

James Investment Research sold out of Dynex Capital (DX) in Q2 2017, closing a stake of 133,357 shares — an estimated $2.84M sold.

James Investment Research first reported a position in DX in Q2 2016 and held it in 4 quarters. The position peaked at $2.84M in Q1 2017. 113 funds tracked by Wall St. Rank hold DX as of Q2 2017.

  • James Investment Research reported no remaining Dynex Capital position as of Q2 2017 after selling out during the quarter.
  • James Investment Research sold 133,357 Dynex Capital shares in Q2 2017, an estimated $2.84M.
  • James Investment Research first reported a position in Dynex Capital in Q2 2016 and held it in 4 quarters.
  • James Investment Research's Dynex Capital position peaked at $2.84M in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.