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Aevitas Wealth Management’s SPX Corp SPXC Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-8
Closed – – 303
2019
Q1 		$0 Hold
8
– – ﹤0.01% 399
2018
Q4 		$0 Buy
+8
New +$234 ﹤0.01% 453
2018
Q2 		– Sell
-8
Closed – – 473
2018
Q1 		$0 Hold
8
– – ﹤0.01% 471
2017
Q4 		$0 Buy
+8
New +$243 ﹤0.01% 452

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Aevitas Wealth Management's SPXC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of SPX Corp (SPXC) in Q2 2019, closing a stake of 8 shares.

Aevitas Wealth Management first reported a position in SPXC in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 211 funds tracked by Wall St. Rank hold SPXC as of Q2 2019.

  • Aevitas Wealth Management reported no remaining SPX Corp position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 8 SPX Corp shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in SPX Corp in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's SPX Corp position peaked at $0 in Q1 2019.
  • 211 funds tracked by Wall St. Rank held SPX Corp as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.