WCM
DX

Windsor Capital Management’s Dynex Capital DX Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-100
Closed -$1K – 174
2015
Q3 		$1K Buy
+100
New +$2.1K ﹤0.01% 543

Other funds holding DX

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Windsor Capital Management's DX Position: Q4 2015 in Review

Windsor Capital Management sold out of Dynex Capital (DX) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Windsor Capital Management first reported a position in DX in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 102 funds tracked by Wall St. Rank hold DX as of Q4 2015.

  • Windsor Capital Management reported no remaining Dynex Capital position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 100 Dynex Capital shares in Q4 2015, an estimated $1K.
  • Windsor Capital Management first reported a position in Dynex Capital in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Dynex Capital position peaked at $1K in Q3 2015.
  • 102 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.