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Wealthspire Advisors (Maryland)’s DHI Group DHX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DHX Stock Details DHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-393
Closed -$1K – 2521
2017
Q4 		$1K Buy
393
+296
+305% +$614 ﹤0.01% 2265
2017
Q3 		$0 Buy
+97
New +$221 ﹤0.01% 2295

Other funds holding DHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DHX Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of DHI Group (DHX) in Q1 2018, closing a stake of 393 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DHX in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 122 funds tracked by Wall St. Rank hold DHX as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining DHI Group position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 393 DHI Group shares in Q1 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in DHI Group in Q3 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s DHI Group position peaked at $1K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held DHI Group as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.