Legacy Financial Advisors’s Dynex Capital DX Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-167	Closed	-$3K	–	330
2019 Q1	$3K	Buy	+167	New	+$3.05K	﹤0.01%	851

Other funds holding DX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's DX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Dynex Capital (DX) in Q2 2019, closing a stake of 167 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in DX in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 116 funds tracked by Wall St. Rank hold DX as of Q2 2019.

Legacy Financial Advisors reported no remaining Dynex Capital position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 167 Dynex Capital shares in Q2 2019, an estimated $3K.
Legacy Financial Advisors first reported a position in Dynex Capital in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Dynex Capital position peaked at $3K in Q1 2019.
116 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.