Archford Capital Strategies’s SPX Corp SPXC Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-6	Closed	–	–	672
2018 Q2	$0	Hold	6	–	–	﹤0.01%	738
2018 Q1	$1K	Buy	+6	New	+$190	﹤0.01%	604
2017 Q2	–	Sell	-6	Closed	–	–	561
2017 Q1	$0	Hold	6	–	–	﹤0.01%	762
2016 Q4	$0	Hold	6	–	–	﹤0.01%	738
2016 Q3	$0	Hold	6	–	–	﹤0.01%	714
2016 Q2	$0	Buy	+6	New	+$95	﹤0.01%	768
2016 Q1	–	Sell	-6	Closed	-$1K	–	536
2015 Q4	$1K	Hold	6	–	–	﹤0.01%	788
2015 Q3	$0	Sell	6 -18	-75%	-$276	﹤0.01%	729
2015 Q2	$0	Hold	24	–	–	﹤0.01%	727
2015 Q1	$509	Hold	24	–	–	﹤0.01%	700
2014 Q4	$1K	Hold	24	–	–	﹤0.01%	643
2014 Q3	$1K	Hold	24	–	–	﹤0.01%	641
2014 Q2	$649	Hold	24	–	–	﹤0.01%	823
2014 Q1	$590	Buy	+24	New	+$615	﹤0.01%	787

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return