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BOK Financial Private Wealth’s SPX Corp SPXC Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-6,257
Closed -$208K – 135
2018
Q3 		$208K Sell
6,257
-622
-9% -$21.9K 0.03% 102
2018
Q2 		$241K Hold
6,879
– – 0.04% 92
2018
Q1 		$223K Hold
6,879
– – 0.04% 106
2017
Q4 		$216K Sell
6,879
-142
-2% -$4.31K 0.03% 116
2017
Q3 		$206K Buy
+7,021
New +$185K 0.03% 121
2016
Q3 		– Sell
-11,447
Closed -$170K – 150
2016
Q2 		$170K Buy
+11,447
New +$182K 0.03% 132

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

BOK Financial Private Wealth's SPXC Position: Q4 2018 in Review

BOK Financial Private Wealth sold out of SPX Corp (SPXC) in Q4 2018, closing a stake of 6,257 shares — an estimated $208K sold.

BOK Financial Private Wealth first reported a position in SPXC in Q2 2016 and held it in 6 quarters. The position peaked at $241K in Q2 2018. 197 funds tracked by Wall St. Rank hold SPXC as of Q4 2018.

  • BOK Financial Private Wealth reported no remaining SPX Corp position as of Q4 2018 after selling out during the quarter.
  • BOK Financial Private Wealth sold 6,257 SPX Corp shares in Q4 2018, an estimated $208K.
  • BOK Financial Private Wealth first reported a position in SPX Corp in Q2 2016 and held it in 6 quarters.
  • BOK Financial Private Wealth's SPX Corp position peaked at $241K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held SPX Corp as of Q4 2018.

Based on BOK Financial Private Wealth's 13F filing for Q4 2018, filed 13 Feb 2019.