SWM
DX

Stockman Wealth Management’s Dynex Capital DX Stock Holding History

Stockman Wealth Management’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,700
Closed -$133K – 153
2018
Q1 		$133K Sell
6,700
-333
-5% -$6.51K 0.06% 147
2017
Q4 		$148K Sell
7,033
-2,134
-23% -$45.7K 0.07% 146
2017
Q3 		$200K Hold
9,167
– – 0.1% 140
2017
Q2 		$195K Sell
9,167
-200
-2% -$4.18K 0.19% 112
2017
Q1 		$199K Hold
9,367
– – 0.11% 125
2016
Q4 		$192K Hold
9,367
– – 0.12% 120
2016
Q3 		$209K Buy
+9,367
New +$202K 0.13% 116

Other funds holding DX

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stockman Wealth Management's DX Position: Q2 2018 in Review

Stockman Wealth Management sold out of Dynex Capital (DX) in Q2 2018, closing a stake of 6,700 shares — an estimated $133K sold.

Stockman Wealth Management first reported a position in DX in Q3 2016 and held it in 7 quarters. The position peaked at $209K in Q3 2016. 129 funds tracked by Wall St. Rank hold DX as of Q2 2018.

  • Stockman Wealth Management reported no remaining Dynex Capital position as of Q2 2018 after selling out during the quarter.
  • Stockman Wealth Management sold 6,700 Dynex Capital shares in Q2 2018, an estimated $133K.
  • Stockman Wealth Management first reported a position in Dynex Capital in Q3 2016 and held it in 7 quarters.
  • Stockman Wealth Management's Dynex Capital position peaked at $209K in Q3 2016.
  • 129 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2018.

Based on Stockman Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.