AIM
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Assured Investment Management’s StoneX SNEX Stock Holding History

Assured Investment Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-62,816
Closed -$481K – 722
2019
Q1 		$481K Buy
62,816
+25,905
+70% +$204K 0.01% 595
2018
Q4 		$267K Buy
+36,911
New +$313K 0.01% 824

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Assured Investment Management's SNEX Position: Q2 2019 in Review

Assured Investment Management sold out of StoneX (SNEX) in Q2 2019, closing a stake of 62,816 shares — an estimated $481K sold.

Assured Investment Management first reported a position in SNEX in Q4 2018 and held it in 2 quarters. The position peaked at $481K in Q1 2019. 135 funds tracked by Wall St. Rank hold SNEX as of Q2 2019.

  • Assured Investment Management reported no remaining StoneX position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 62,816 StoneX shares in Q2 2019, an estimated $481K.
  • Assured Investment Management first reported a position in StoneX in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's StoneX position peaked at $481K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.