SFP
DY icon

Shepherd Financial Partners’s Dycom Industries DY Stock Holding History

Shepherd Financial Partners’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,649
Closed -$395K – 131
2018
Q1 		$395K Sell
3,649
-636
-15% -$72.2K 0.1% 82
2017
Q4 		$477K Sell
4,285
-931
-18% -$89.9K 0.11% 82
2017
Q3 		$438K Sell
5,216
-186
-3% -$15.7K 0.1% 84
2017
Q2 		$494K Buy
5,402
+420
+8% +$40.7K 0.12% 82
2017
Q1 		$460K Buy
4,982
+90
+2% +$7.64K 0.12% 79
2016
Q4 		$400K Buy
+4,892
New +$396K 0.11% 85

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Shepherd Financial Partners's DY Position: Q2 2018 in Review

Shepherd Financial Partners sold out of Dycom Industries (DY) in Q2 2018, closing a stake of 3,649 shares — an estimated $395K sold.

Shepherd Financial Partners first reported a position in DY in Q4 2016 and held it in 6 quarters. The position peaked at $494K in Q2 2017. 320 funds tracked by Wall St. Rank hold DY as of Q2 2018.

  • Shepherd Financial Partners reported no remaining Dycom Industries position as of Q2 2018 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,649 Dycom Industries shares in Q2 2018, an estimated $395K.
  • Shepherd Financial Partners first reported a position in Dycom Industries in Q4 2016 and held it in 6 quarters.
  • Shepherd Financial Partners's Dycom Industries position peaked at $494K in Q2 2017.
  • 320 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2018.

Based on Shepherd Financial Partners's 13F filing for Q2 2018, filed 2 Aug 2018.