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Stoneridge Investment Partners’s DXP Enterprises DXPE Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-4,595
Closed -$436K – 235
2014
Q1 		$436K Sell
4,595
-100
-2% -$10.1K 0.08% 135
2013
Q4 		$541K Sell
4,695
-2,038
-30% -$192K 0.1% 112
2013
Q3 		$532K Buy
6,733
+1,350
+25% +$95.3K 0.12% 108
2013
Q2 		$359K Buy
+5,383
New +$346K 0.08% 112

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Stoneridge Investment Partners's DXPE Position: Q2 2014 in Review

Stoneridge Investment Partners sold out of DXP Enterprises (DXPE) in Q2 2014, closing a stake of 4,595 shares — an estimated $436K sold.

Stoneridge Investment Partners first reported a position in DXPE in Q2 2013 and held it in 4 quarters. The position peaked at $541K in Q4 2013. 145 funds tracked by Wall St. Rank hold DXPE as of Q2 2014.

  • Stoneridge Investment Partners reported no remaining DXP Enterprises position as of Q2 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,595 DXP Enterprises shares in Q2 2014, an estimated $436K.
  • Stoneridge Investment Partners first reported a position in DXP Enterprises in Q2 2013 and held it in 4 quarters.
  • Stoneridge Investment Partners's DXP Enterprises position peaked at $541K in Q4 2013.
  • 145 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2014.

Based on Stoneridge Investment Partners's 13F filing for Q2 2014, filed 16 Jul 2014.