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	–	–	664
2018 Q2	$0	Hold	6	–	–	﹤0.01%	737
2018 Q1	$1K	Buy	+6	New	+$190	﹤0.01%	604
2017 Q2	–	Sell	-6	Closed	–	–	560
2017 Q1	$0	Hold	6	–	–	﹤0.01%	762
2016 Q4	$0	Hold	6	–	–	﹤0.01%	738
2016 Q3	$0	Hold	6	–	–	﹤0.01%	712
2016 Q2	$0	Buy	+6	New	+$95	﹤0.01%	766
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%	728
2015 Q2	$0	Hold	24	–	–	﹤0.01%	726
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCAMU

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Archford Capital Strategies's SPXC Position: Q3 2018 in Review

Archford Capital Strategies sold out of SPX Corp (SPXC) in Q3 2018, closing a stake of 6 shares.

Archford Capital Strategies first reported a position in SPXC in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 196 funds tracked by Wall St. Rank hold SPXC as of Q3 2018.

Archford Capital Strategies reported no remaining SPX Corp position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 6 SPX Corp shares in Q3 2018.
Archford Capital Strategies first reported a position in SPX Corp in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's SPX Corp position peaked at $1K in Q1 2018.
196 funds tracked by Wall St. Rank held SPX Corp as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.