PFS
DX

Prospera Financial Services’s Dynex Capital DX Stock Holding History

Prospera Financial Services’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
2018
Q1 		– Sell
-4,489
Closed -$93K – 445
2017
Q4 		$93K Sell
4,489
-284
-6% -$6.08K 0.01% 385
2017
Q3 		$102K Buy
4,773
+264
+6% +$5.59K 0.02% 412
2017
Q2 		$94K Buy
4,509
+867
+24% +$18.1K 0.02% 413
2017
Q1 		$74K Buy
+3,642
New +$74.5K 0.01% 371
2013
Q3 		– Sell
-3,553
Closed -$109K – 251
2013
Q2 		$109K Buy
+3,553
New +$112K 0.05% 215

Other funds holding DX

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Prospera Financial Services's DX Position: Q1 2018 in Review

Prospera Financial Services sold out of Dynex Capital (DX) in Q1 2018, closing a stake of 4,489 shares — an estimated $93K sold.

Prospera Financial Services first reported a position in DX in Q2 2013 and held it in 5 quarters. The position peaked at $109K in Q2 2013. 128 funds tracked by Wall St. Rank hold DX as of Q1 2018.

  • Prospera Financial Services reported no remaining Dynex Capital position as of Q1 2018 after selling out during the quarter.
  • Prospera Financial Services sold 4,489 Dynex Capital shares in Q1 2018, an estimated $93K.
  • Prospera Financial Services first reported a position in Dynex Capital in Q2 2013 and held it in 5 quarters.
  • Prospera Financial Services's Dynex Capital position peaked at $109K in Q2 2013.
  • 128 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2018.

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