WA
DX

WFG Advisors’s Dynex Capital DX Stock Holding History

WFG 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
2014
Q3 		– Sell
-1,120
Closed -$30K – 2107
2014
Q2 		$30K Hold
1,120
– – 0.01% 1109
2014
Q1 		$30K Hold
1,120
– – 0.01% 1093
2013
Q4 		$27K Buy
1,120
+120
+12% +$3.01K ﹤0.01% 1215
2013
Q3 		$26K Hold
1,000
– – ﹤0.01% 1159
2013
Q2 		$31K Buy
+1,000
New +$31.5K 0.01% 1052

Other funds holding DX

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WFG Advisors's DX Position: Q3 2014 in Review

WFG Advisors sold out of Dynex Capital (DX) in Q3 2014, closing a stake of 1,120 shares — an estimated $30K sold.

WFG Advisors first reported a position in DX in Q2 2013 and held it in 5 quarters. The position peaked at $31K in Q2 2013. 115 funds tracked by Wall St. Rank hold DX as of Q3 2014.

  • WFG Advisors reported no remaining Dynex Capital position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 1,120 Dynex Capital shares in Q3 2014, an estimated $30K.
  • WFG Advisors first reported a position in Dynex Capital in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's Dynex Capital position peaked at $31K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.