Reilly Financial Advisors’s Dynex Capital DX Stock Holding History

Reilly Financial 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	-583	Closed	-$11K	–	957
2019 Q1	$11K	Hold	583	–	–	﹤0.01%	657
2018 Q4	$10K	Hold	583	–	–	﹤0.01%	643
2018 Q3	$11K	Hold	583	–	–	﹤0.01%	668
2018 Q2	$11K	Hold	583	–	–	﹤0.01%	636
2018 Q1	$12K	Hold	583	–	–	﹤0.01%	602
2017 Q4	$12K	Hold	583	–	–	﹤0.01%	613
2017 Q3	$13K	Hold	583	–	–	﹤0.01%	583
2017 Q2	$12K	Buy	+583	New	+$12.2K	﹤0.01%	605
2015 Q1	–	Sell	-833	Closed	-$21K	–	1313
2014 Q4	$21K	Hold	833	–	–	0.01%	386
2014 Q3	$20K	Buy	833 +166	+25%	+$4.22K	﹤0.01%	397
2014 Q2	$17K	Buy	+667	New	+$17.2K	﹤0.01%	446

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

Reilly Financial Advisors's DX Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Dynex Capital (DX) in Q2 2019, closing a stake of 583 shares — an estimated $11K sold.

Reilly Financial Advisors first reported a position in DX in Q2 2014 and held it in 11 quarters. The position peaked at $21K in Q4 2014. 116 funds tracked by Wall St. Rank hold DX as of Q2 2019.

Reilly Financial Advisors reported no remaining Dynex Capital position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 583 Dynex Capital shares in Q2 2019, an estimated $11K.
Reilly Financial Advisors first reported a position in Dynex Capital in Q2 2014 and held it in 11 quarters.
Reilly Financial Advisors's Dynex Capital position peaked at $21K in Q4 2014.
116 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.