Wealthstreet Investment Advisors’s Dillards DDS Stock Holding History

Wealthstreet Investment Advisors’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,525	Closed	-$406K	–	314
2019 Q4	$406K	Sell	5,525 -775	-12%	-$54.9K	0.05%	251
2019 Q3	$471K	Hold	6,300	–	–	0.06%	230
2019 Q2	$392K	Hold	6,300	–	–	0.05%	251
2019 Q1	$454K	Hold	6,300	–	–	0.06%	238
2018 Q4	$422K	Hold	6,300	–	–	0.06%	231
2018 Q3	$481K	Hold	6,300	–	–	0.06%	242
2018 Q2	$595K	Hold	6,300	–	–	0.08%	217
2018 Q1	$506K	Hold	6,300	–	–	0.06%	233
2017 Q4	$378K	Buy	+6,300	New	+$349K	0.05%	258

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthstreet Investment Advisors's DDS Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Dillards (DDS) in Q1 2020, closing a stake of 5,525 shares — an estimated $406K sold.

Wealthstreet Investment Advisors first reported a position in DDS in Q4 2017 and held it in 9 quarters. The position peaked at $595K in Q2 2018. 143 funds tracked by Wall St. Rank hold DDS as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining Dillards position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,525 Dillards shares in Q1 2020, an estimated $406K.
Wealthstreet Investment Advisors first reported a position in Dillards in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's Dillards position peaked at $595K in Q2 2018.
143 funds tracked by Wall St. Rank held Dillards as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.