AIM
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Assured Investment Management’s Standex International SXI Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-1,942
Closed -$143K – 746
2019
Q1 		$143K Sell
1,942
-4,008
-67% -$303K ﹤0.01% 848
2018
Q4 		$400K Sell
5,950
-223
-4% -$18.7K 0.01% 727
2018
Q3 		$644K Buy
6,173
+584
+10% +$62.1K 0.01% 686
2018
Q2 		$571K Buy
5,589
+2,505
+81% +$250K 0.01% 776
2018
Q1 		$294K Buy
+3,084
New +$309K 0.01% 913

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Assured Investment Management sold out of Standex International (SXI) in Q2 2019, closing a stake of 1,942 shares — an estimated $143K sold.

Assured Investment Management first reported a position in SXI in Q1 2018 and held it in 5 quarters. The position peaked at $644K in Q3 2018. 151 funds tracked by Wall St. Rank hold SXI as of Q2 2019.

  • Assured Investment Management reported no remaining Standex International position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,942 Standex International shares in Q2 2019, an estimated $143K.
  • Assured Investment Management first reported a position in Standex International in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's Standex International position peaked at $644K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Standex International as of Q2 2019.

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