RA
DX

Rational Advisors’s Dynex Capital DX Stock Holding History

Rational 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
Q4 		– Sell
-27,455
Closed -$406K – 546
2019
Q3 		$406K Hold
27,455
– – 0.16% 154
2019
Q2 		$460K Sell
27,455
-10,285
-27% -$181K 0.16% 149
2019
Q1 		$690K Buy
37,740
+13,980
+59% +$255K 0.19% 127
2018
Q4 		$408K Buy
+23,760
New +$425K 0.13% 126

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's DX Position: Q4 2019 in Review

Rational Advisors sold out of Dynex Capital (DX) in Q4 2019, closing a stake of 27,455 shares — an estimated $406K sold.

Rational Advisors first reported a position in DX in Q4 2018 and held it in 4 quarters. The position peaked at $690K in Q1 2019. 115 funds tracked by Wall St. Rank hold DX as of Q4 2019.

  • Rational Advisors reported no remaining Dynex Capital position as of Q4 2019 after selling out during the quarter.
  • Rational Advisors sold 27,455 Dynex Capital shares in Q4 2019, an estimated $406K.
  • Rational Advisors first reported a position in Dynex Capital in Q4 2018 and held it in 4 quarters.
  • Rational Advisors's Dynex Capital position peaked at $690K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2019.

Based on Rational Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.