LFA
DYN

Legacy Financial Advisors’s Dynegy, Inc. DYN Stock Holding History

Legacy Financial Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-909
Closed -$10K – 944
2017
Q4 		$10K Buy
+909
New +$10.2K ﹤0.01% 495

Other funds holding DYN

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Legacy Financial Advisors's DYN Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Dynegy, Inc. (DYN) in Q1 2018, closing a stake of 909 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in DYN in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 165 funds tracked by Wall St. Rank hold DYN as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Dynegy, Inc. position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 909 Dynegy, Inc. shares in Q1 2018, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Dynegy, Inc. in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Dynegy, Inc. position peaked at $10K in Q4 2017.
  • 165 funds tracked by Wall St. Rank held Dynegy, Inc. as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.