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MBM Wealth Consultants’s Dycom Industries DY Stock Holding History

MBM Wealth Consultants’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,097
Closed -$288K – 203
2019
Q4 		$288K Buy
6,097
+904
+17% +$44K 0.21% 77
2019
Q3 		$265K Buy
5,193
+515
+11% +$26K 0.21% 80
2019
Q2 		$275K Buy
4,678
+884
+23% +$45.2K 0.23% 77
2019
Q1 		$174K Buy
3,794
+739
+24% +$40.5K 0.15% 84
2018
Q4 		$165K Buy
+3,055
New +$205K 0.16% 87

Other funds holding DY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

MBM Wealth Consultants's DY Position: Q1 2020 in Review

MBM Wealth Consultants sold out of Dycom Industries (DY) in Q1 2020, closing a stake of 6,097 shares — an estimated $288K sold.

MBM Wealth Consultants first reported a position in DY in Q4 2018 and held it in 5 quarters. The position peaked at $288K in Q4 2019. 188 funds tracked by Wall St. Rank hold DY as of Q1 2020.

  • MBM Wealth Consultants reported no remaining Dycom Industries position as of Q1 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 6,097 Dycom Industries shares in Q1 2020, an estimated $288K.
  • MBM Wealth Consultants first reported a position in Dycom Industries in Q4 2018 and held it in 5 quarters.
  • MBM Wealth Consultants's Dycom Industries position peaked at $288K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2020.

Based on MBM Wealth Consultants's 13F filing for Q1 2020, filed 13 May 2020.