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Navellier & Associates’s DXP Enterprises DXPE Stock Holding History

Navellier & Associates’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
2014
Q3 		– Sell
-5,952
Closed -$450K – 330
2014
Q2 		$450K Sell
5,952
-759
-11% -$65.7K 0.02% 202
2014
Q1 		$637K Sell
6,711
-4,510
-40% -$454K 0.03% 136
2013
Q4 		$1.29M Sell
11,221
-1,256
-10% -$118K 0.06% 82
2013
Q3 		$985K Hold
12,477
– – 0.03% 129
2013
Q2 		$831K Buy
+12,477
New +$801K 0.04% 123

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Navellier & Associates's DXPE Position: Q3 2014 in Review

Navellier & Associates sold out of DXP Enterprises (DXPE) in Q3 2014, closing a stake of 5,952 shares — an estimated $450K sold.

Navellier & Associates first reported a position in DXPE in Q2 2013 and held it in 5 quarters. The position peaked at $1.29M in Q4 2013. 134 funds tracked by Wall St. Rank hold DXPE as of Q3 2014.

  • Navellier & Associates reported no remaining DXP Enterprises position as of Q3 2014 after selling out during the quarter.
  • Navellier & Associates sold 5,952 DXP Enterprises shares in Q3 2014, an estimated $450K.
  • Navellier & Associates first reported a position in DXP Enterprises in Q2 2013 and held it in 5 quarters.
  • Navellier & Associates's DXP Enterprises position peaked at $1.29M in Q4 2013.
  • 134 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2014.

Based on Navellier & Associates's 13F filing for Q3 2014, filed 7 Oct 2014.