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Steward Partners Investment Advisory’s Dillards DDS Stock Holding History

Steward Partners Investment Advisory’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-200
Closed -$13K – 2607
2019
Q3 		$13K Buy
+200
New +$12.8K ﹤0.01% 1876
2017
Q2 		– Sell
-68
Closed -$3K – 1634
2017
Q1 		$3K Buy
+68
New +$3.72K ﹤0.01% 1221

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Steward Partners Investment Advisory's DDS Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Dillards (DDS) in Q4 2019, closing a stake of 200 shares — an estimated $13K sold.

Steward Partners Investment Advisory first reported a position in DDS in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 176 funds tracked by Wall St. Rank hold DDS as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Dillards position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Dillards shares in Q4 2019, an estimated $13K.
  • Steward Partners Investment Advisory first reported a position in Dillards in Q1 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Dillards position peaked at $13K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Dillards as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.