SWP
DX

Stratos Wealth Partners’s Dynex Capital DX Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-1,433
Closed -$27K – 1230
2018
Q3 		$27K Buy
+1,433
New +$27.6K ﹤0.01% 1727
2018
Q2 		– Sell
-1,433
Closed -$29K – 1367
2018
Q1 		$29K Buy
+1,433
New +$28K ﹤0.01% 1850

Other funds holding DX

BlackRock
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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stratos Wealth Partners's DX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Dynex Capital (DX) in Q4 2018, closing a stake of 1,433 shares — an estimated $27K sold.

Stratos Wealth Partners first reported a position in DX in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2018. 151 funds tracked by Wall St. Rank hold DX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Dynex Capital position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,433 Dynex Capital shares in Q4 2018, an estimated $27K.
  • Stratos Wealth Partners first reported a position in Dynex Capital in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Dynex Capital position peaked at $29K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.