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Bar Harbor Wealth Management’s SPX Corp SPXC Stock Holding History

Bar Harbor 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
2014
Q1 		– Sell
-13,037
Closed -$327K – 254
2013
Q4 		$327K Hold
13,037
– – 0.04% 208
2013
Q3 		$278K Hold
13,037
– – 0.04% 215
2013
Q2 		$236K Buy
+13,037
New +$248K 0.03% 223

Other funds holding SPXC

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bar Harbor Wealth Management's SPXC Position: Q1 2014 in Review

Bar Harbor Wealth Management sold out of SPX Corp (SPXC) in Q1 2014, closing a stake of 13,037 shares — an estimated $327K sold.

Bar Harbor Wealth Management first reported a position in SPXC in Q2 2013 and held it in 3 quarters. The position peaked at $327K in Q4 2013. 292 funds tracked by Wall St. Rank hold SPXC as of Q1 2014.

  • Bar Harbor Wealth Management reported no remaining SPX Corp position as of Q1 2014 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 13,037 SPX Corp shares in Q1 2014, an estimated $327K.
  • Bar Harbor Wealth Management first reported a position in SPX Corp in Q2 2013 and held it in 3 quarters.
  • Bar Harbor Wealth Management's SPX Corp position peaked at $327K in Q4 2013.
  • 292 funds tracked by Wall St. Rank held SPX Corp as of Q1 2014.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2014, filed 28 Apr 2014.