SKK
DXPE icon

Shepherd Kaplan Krochuk’s DXP Enterprises DXPE Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,000
Closed -$226K – 567
2014
Q2 		$226K Buy
+3,000
New +$260K 0.02% 416
2014
Q1 		– Sell
-2,824
Closed -$325K – 600
2013
Q4 		$325K Buy
+2,824
New +$265K 0.04% 288

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Shepherd Kaplan Krochuk's DXPE Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of DXP Enterprises (DXPE) in Q3 2014, closing a stake of 3,000 shares — an estimated $226K sold.

Shepherd Kaplan Krochuk first reported a position in DXPE in Q4 2013 and held it in 2 quarters. The position peaked at $325K in Q4 2013. 134 funds tracked by Wall St. Rank hold DXPE as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining DXP Enterprises position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 3,000 DXP Enterprises shares in Q3 2014, an estimated $226K.
  • Shepherd Kaplan Krochuk first reported a position in DXP Enterprises in Q4 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's DXP Enterprises position peaked at $325K in Q4 2013.
  • 134 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.