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Advisor Group’s Standex International SXI Stock Holding History

Advisor Group’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$202K Buy
2,542
+367
+17% +$27.9K ﹤0.01% 2386
2019
Q3 		$158K Buy
2,175
+60
+3% +$4.16K ﹤0.01% 2513
2019
Q2 		$156K Buy
2,115
+1,220
+136% +$86.2K ﹤0.01% 2509
2019
Q1 		$65K Buy
895
+206
+30% +$15.6K ﹤0.01% 3196
2018
Q4 		$46K Buy
689
+169
+33% +$14.2K ﹤0.01% 3241
2018
Q3 		$54K Buy
520
+118
+29% +$12.6K ﹤0.01% 3233
2018
Q2 		$41K Buy
402
+10
+3% +$997 ﹤0.01% 3257
2018
Q1 		$37K Buy
392
+41
+12% +$4.1K ﹤0.01% 3301
2017
Q4 		$36K Buy
351
+106
+43% +$10.9K ﹤0.01% 3314
2017
Q3 		$26K Buy
245
+72
+42% +$6.88K ﹤0.01% 3412
2017
Q2 		$16K Buy
173
+119
+220% +$10.8K ﹤0.01% 3647
2017
Q1 		$5K Sell
54
-2
-4% -$187 ﹤0.01% 4126
2016
Q4 		$5K Sell
56
-3
-5% -$262 ﹤0.01% 3950
2016
Q3 		$5K Hold
59
– – ﹤0.01% 3904
2016
Q2 		$4K Buy
+59
New +$4.84K ﹤0.01% 3894

Other funds holding SXI

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Advisor Group's SXI Position: Q4 2019 in Review

Advisor Group increased its Standex International (SXI) stake by 17% in Q4 2019, buying an estimated $27.9K and bringing the position to 2,542 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Advisor Group first reported a position in SXI in Q2 2016 and has held it in 15 quarters since. 157 funds tracked by Wall St. Rank hold SXI as of Q4 2019.

  • Advisor Group held 2,542 shares of Standex International worth $202K as of Q4 2019.
  • Advisor Group bought 367 Standex International shares in Q4 2019, an estimated $27.9K.
  • Standex International made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2386 holding.
  • Advisor Group first reported a position in Standex International in Q2 2016 and has held it in 15 quarters since.
  • 157 funds tracked by Wall St. Rank held Standex International as of Q4 2019.

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