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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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM