PRW Wealth Management’s Dynex Capital DX Stock Holding History

PRW Wealth Management’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	-21	Closed	–	–	232
2019 Q1	$0	Hold	21	–	–	﹤0.01%	710
2018 Q4	$0	Buy	+21	New	+$376	﹤0.01%	696

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

PRW Wealth Management's DX Position: Q2 2019 in Review

PRW Wealth Management sold out of Dynex Capital (DX) in Q2 2019, closing a stake of 21 shares.

PRW Wealth Management first reported a position in DX in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 116 funds tracked by Wall St. Rank hold DX as of Q2 2019.

PRW Wealth Management reported no remaining Dynex Capital position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 21 Dynex Capital shares in Q2 2019.
PRW Wealth Management first reported a position in Dynex Capital in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Dynex Capital position peaked at $0 in Q1 2019.
116 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.