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Advisor Group’s SPX Corp SPXC Stock Holding History

Advisor Group’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.03M Buy
20,306
+12,219
+151% +$559K 0.01% 1170
2019
Q3 		$322K Sell
8,087
-1,761
-18% -$65.1K ﹤0.01% 1946
2019
Q2 		$325K Sell
9,848
-566
-5% -$18.9K ﹤0.01% 1932
2019
Q1 		$362K Sell
10,414
-1,933
-16% -$62.8K ﹤0.01% 1826
2018
Q4 		$345K Sell
12,347
-6,938
-36% -$203K ﹤0.01% 1667
2018
Q3 		$641K Sell
19,285
-657
-3% -$23.1K 0.01% 1288
2018
Q2 		$699K Sell
19,942
-1,010
-5% -$34.3K 0.01% 1089
2018
Q1 		$680K Sell
20,952
-1,462
-7% -$46.3K 0.01% 1104
2017
Q4 		$703K Sell
22,414
-1,905
-8% -$57.8K 0.01% 1107
2017
Q3 		$713K Sell
24,319
-1,102
-4% -$29K 0.01% 995
2017
Q2 		$640K Sell
25,421
-5,856
-19% -$146K 0.01% 1002
2017
Q1 		$758K Buy
31,277
+1,197
+4% +$29.7K 0.02% 852
2016
Q4 		$713K Buy
30,080
+234
+0.8% +$5.13K 0.02% 819
2016
Q3 		$601K Buy
29,846
+4,754
+19% +$84.2K 0.01% 872
2016
Q2 		$369K Buy
+25,092
New +$398K 0.01% 1081

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Advisor Group's SPXC Position: Q4 2019 in Review

Advisor Group increased its SPX Corp (SPXC) stake by 151% in Q4 2019, buying an estimated $559K and bringing the position to 20,306 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1170.

Advisor Group first reported a position in SPXC in Q2 2016 and has held it in 15 quarters since. 230 funds tracked by Wall St. Rank hold SPXC as of Q4 2019.

  • Advisor Group held 20,306 shares of SPX Corp worth $1.03M as of Q4 2019.
  • Advisor Group bought 12,219 SPX Corp shares in Q4 2019, an estimated $559K.
  • SPX Corp made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1170 holding.
  • Advisor Group first reported a position in SPX Corp in Q2 2016 and has held it in 15 quarters since.
  • 230 funds tracked by Wall St. Rank held SPX Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.