Principal Financial Group
DX

Principal Financial Group’s Dynex Capital DX Stock Holding History

Principal Financial Group’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
2016
Q1 		– Sell
-3,523
Closed -$67K – 2179
2015
Q4 		$67K Hold
3,523
– – ﹤0.01% 2133
2015
Q3 		$69K Buy
+3,523
New +$73.8K ﹤0.01% 2115
2014
Q2 		– Sell
-4,426
Closed -$119K – 2255
2014
Q1 		$119K Buy
+4,426
New +$111K ﹤0.01% 2214
2013
Q4 		– Sell
-4,427
Closed -$116K – 2284
2013
Q3 		$116K Sell
4,427
-283
-6% -$7.56K ﹤0.01% 2210
2013
Q2 		$144K Buy
+4,710
New +$148K ﹤0.01% 2153

Other funds holding DX

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group's DX Position: Q1 2016 in Review

Principal Financial Group sold out of Dynex Capital (DX) in Q1 2016, closing a stake of 3,523 shares — an estimated $67K sold.

Principal Financial Group first reported a position in DX in Q2 2013 and held it in 5 quarters. The position peaked at $144K in Q2 2013. 107 funds tracked by Wall St. Rank hold DX as of Q1 2016.

  • Principal Financial Group reported no remaining Dynex Capital position as of Q1 2016 after selling out during the quarter.
  • Principal Financial Group sold 3,523 Dynex Capital shares in Q1 2016, an estimated $67K.
  • Principal Financial Group first reported a position in Dynex Capital in Q2 2013 and held it in 5 quarters.
  • Principal Financial Group's Dynex Capital position peaked at $144K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2016.

Based on Principal Financial Group's 13F filing for Q1 2016, filed 10 May 2016.