Summit Trail Advisors’s Dynex Capital DX Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-61	Closed	-$1K	–	769
2017 Q4	$1K	Buy	+61	New	+$1.31K	﹤0.01%	1781

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Summit Trail Advisors's DX Position: Q1 2018 in Review

Summit Trail Advisors sold out of Dynex Capital (DX) in Q1 2018, closing a stake of 61 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in DX in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 128 funds tracked by Wall St. Rank hold DX as of Q1 2018.

Summit Trail Advisors reported no remaining Dynex Capital position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 61 Dynex Capital shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in Dynex Capital in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Dynex Capital position peaked at $1K in Q4 2017.
128 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.