New England Private Wealth Advisors’s Dynex Capital DX Stock Holding History

New England Private Wealth 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	-3,333	Closed	-$61K	–	169
2019 Q1	$61K	Hold	3,333	–	–	0.02%	156
2018 Q4	$57K	Buy	+3,333	New	+$59.7K	0.02%	141
2017 Q4	–	Sell	-3,333	Closed	-$73K	–	147
2017 Q3	$73K	Hold	3,333	–	–	0.02%	140
2017 Q2	$71K	Hold	3,333	–	–	0.02%	139
2017 Q1	$71K	Hold	3,333	–	–	0.02%	134
2016 Q4	$68K	Hold	3,333	–	–	0.02%	118
2016 Q3	$74K	Hold	3,333	–	–	0.03%	120
2016 Q2	$69K	Hold	3,333	–	–	0.03%	117
2016 Q1	$67K	Hold	3,333	–	–	0.03%	117
2015 Q4	$64K	Hold	3,333	–	–	0.03%	120
2015 Q3	$66K	Buy	+3,333	New	+$69.8K	0.03%	107

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

New England Private Wealth Advisors's DX Position: Q2 2019 in Review

New England Private Wealth Advisors sold out of Dynex Capital (DX) in Q2 2019, closing a stake of 3,333 shares — an estimated $61K sold.

New England Private Wealth Advisors first reported a position in DX in Q3 2015 and held it in 11 quarters. The position peaked at $74K in Q3 2016. 116 funds tracked by Wall St. Rank hold DX as of Q2 2019.

New England Private Wealth Advisors reported no remaining Dynex Capital position as of Q2 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 3,333 Dynex Capital shares in Q2 2019, an estimated $61K.
New England Private Wealth Advisors first reported a position in Dynex Capital in Q3 2015 and held it in 11 quarters.
New England Private Wealth Advisors's Dynex Capital position peaked at $74K in Q3 2016.
116 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2019.

Based on New England Private Wealth Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.