Winch Advisory Services’s Dynex Capital DX Stock Holding History

Winch Advisory Services’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
2020 Q4	–	Sell	-226	Closed	-$3K	–	434
2020 Q3	$3K	Buy	226 +4	+2%	+$61	﹤0.01%	294
2020 Q2	$3K	Buy	222 +8	+4%	+$107	﹤0.01%	292
2020 Q1	$2K	Hold	214	–	–	﹤0.01%	276
2019 Q4	$4K	Hold	214	–	–	﹤0.01%	269
2019 Q3	$3K	Hold	214	–	–	﹤0.01%	269
2019 Q2	$4K	Buy	214 +6	+3%	+$106	﹤0.01%	272
2019 Q1	$4K	Buy	208 +10	+5%	+$183	﹤0.01%	259
2018 Q4	$3K	Hold	198	–	–	﹤0.01%	260
2018 Q3	$4K	Hold	198	–	–	﹤0.01%	239
2018 Q2	$4K	Hold	198	–	–	﹤0.01%	243
2018 Q1	$4K	Hold	198	–	–	﹤0.01%	231
2017 Q4	$4K	Buy	198 +33	+20%	+$707	﹤0.01%	228
2017 Q3	$4K	Buy	165 +37	+29%	+$784	﹤0.01%	219
2017 Q2	$3K	Buy	128 +3	+2%	+$63	﹤0.01%	237
2017 Q1	$3K	Buy	125 +4	+3%	+$82	﹤0.01%	223
2016 Q4	$2K	Buy	121 +36	+42%	+$743	﹤0.01%	228
2016 Q3	$2K	Hold	85	–	–	﹤0.01%	231
2016 Q2	$2K	Hold	85	–	–	﹤0.01%	228
2016 Q1	$2K	Hold	85	–	–	﹤0.01%	198
2015 Q4	$2K	Buy	85 +3	+4%	+$60	﹤0.01%	214
2015 Q3	$2K	Buy	82 +2	+3%	+$42	﹤0.01%	194
2015 Q2	$2K	Buy	80 +3	+4%	+$71	﹤0.01%	250
2015 Q1	$2K	Buy	+77	New	+$1.93K	﹤0.01%	270
2014 Q4	–	Sell	-42	Closed	-$1K	–	78
2014 Q3	$1K	Hold	42	–	–	﹤0.01%	215
2014 Q2	$1K	Hold	42	–	–	﹤0.01%	248
2014 Q1	$1K	Buy	+42	New	+$1.06K	﹤0.01%	264

Other funds holding DX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Winch Advisory Services's DX Position: Q4 2020 in Review

Winch Advisory Services sold out of Dynex Capital (DX) in Q4 2020, closing a stake of 226 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in DX in Q1 2014 and held it in 26 quarters. The position peaked at $4K in Q4 2019. 121 funds tracked by Wall St. Rank hold DX as of Q4 2020.

Winch Advisory Services reported no remaining Dynex Capital position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 226 Dynex Capital shares in Q4 2020, an estimated $3K.
Winch Advisory Services first reported a position in Dynex Capital in Q1 2014 and held it in 26 quarters.
Winch Advisory Services's Dynex Capital position peaked at $4K in Q4 2019.
121 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.