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Legacy Financial Advisors’s DXP Enterprises DXPE Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-128
Closed -$4K – 1077
2018
Q4 		$4K Sell
128
-10
-7% -$354 ﹤0.01% 768
2018
Q3 		$5K Sell
138
-38
-22% -$1.66K ﹤0.01% 682
2018
Q2 		$7K Hold
176
– – ﹤0.01% 621
2018
Q1 		$6K Sell
176
-35
-17% -$1.15K ﹤0.01% 599
2017
Q4 		$6K Buy
+211
New +$6.14K ﹤0.01% 595

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's DXPE Position: Q1 2019 in Review

Legacy Financial Advisors sold out of DXP Enterprises (DXPE) in Q1 2019, closing a stake of 128 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in DXPE in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 140 funds tracked by Wall St. Rank hold DXPE as of Q1 2019.

  • Legacy Financial Advisors reported no remaining DXP Enterprises position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 128 DXP Enterprises shares in Q1 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in DXP Enterprises in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's DXP Enterprises position peaked at $7K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.