RWA
DYN

River Wealth Advisors’s Dynegy, Inc. DYN Stock Holding History

River Wealth Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,850
Closed -$148K – 161
2017
Q1 		$148K Sell
18,850
-2,550
-12% -$21.9K 0.07% 153
2016
Q4 		$181K Buy
21,400
+7,700
+56% +$75.9K 0.09% 149
2016
Q3 		$170K Buy
+13,700
New +$194K 0.09% 145

Other funds holding DYN

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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

River Wealth Advisors's DYN Position: Q2 2017 in Review

River Wealth Advisors sold out of Dynegy, Inc. (DYN) in Q2 2017, closing a stake of 18,850 shares — an estimated $148K sold.

River Wealth Advisors first reported a position in DYN in Q3 2016 and held it in 3 quarters. The position peaked at $181K in Q4 2016. 164 funds tracked by Wall St. Rank hold DYN as of Q2 2017.

  • River Wealth Advisors reported no remaining Dynegy, Inc. position as of Q2 2017 after selling out during the quarter.
  • River Wealth Advisors sold 18,850 Dynegy, Inc. shares in Q2 2017, an estimated $148K.
  • River Wealth Advisors first reported a position in Dynegy, Inc. in Q3 2016 and held it in 3 quarters.
  • River Wealth Advisors's Dynegy, Inc. position peaked at $181K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Dynegy, Inc. as of Q2 2017.

Based on River Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.