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JP Morgan Private Wealth Advisors’s DHI Group DHX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DHX Stock Details DHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-68,435
Closed -$271K – 1258
2017
Q1 		$271K Sell
68,435
-207
-0.3% -$1.07K ﹤0.01% 1109
2016
Q4 		$429K Buy
68,642
+140
+0.2% +$899 ﹤0.01% 859
2016
Q3 		$541K Sell
68,502
-352
-0.5% -$2.57K 0.01% 767
2016
Q2 		$429K Sell
68,854
-512
-0.7% -$3.67K ﹤0.01% 834
2016
Q1 		$560K Buy
69,366
+4,363
+7% +$35.9K 0.01% 713
2015
Q4 		$596K Hold
65,003
– – 0.01% 634
2015
Q3 		$475K Sell
65,003
-3,250
-5% -$26.2K 0.01% 636
2015
Q2 		$607K Buy
+68,253
New +$593K 0.01% 618
2015
Q1 		– Sell
-59,528
Closed -$596K – 1145
2014
Q4 		$596K Sell
59,528
-12,397
-17% -$122K 0.01% 655
2014
Q3 		$603K Hold
71,925
– – 0.01% 640
2014
Q2 		$547K Buy
71,925
+615
+0.9% +$4.38K 0.01% 536
2014
Q1 		$532K Buy
+71,310
New +$513K 0.01% 550
2013
Q4 		– Sell
-15,723
Closed -$134K – 658
2013
Q3 		$134K Hold
15,723
– – ﹤0.01% 614
2013
Q2 		$145K Buy
+15,723
New +$142K ﹤0.01% 594

Other funds holding DHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DHX Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of DHI Group (DHX) in Q2 2017, closing a stake of 68,435 shares — an estimated $271K sold.

JP Morgan Private Wealth Advisors first reported a position in DHX in Q2 2013 and held it in 14 quarters. The position peaked at $607K in Q2 2015. 139 funds tracked by Wall St. Rank hold DHX as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining DHI Group position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 68,435 DHI Group shares in Q2 2017, an estimated $271K.
  • JP Morgan Private Wealth Advisors first reported a position in DHI Group in Q2 2013 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's DHI Group position peaked at $607K in Q2 2015.
  • 139 funds tracked by Wall St. Rank held DHI Group as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.