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Bourgeon Capital Management’s SPX Corp SPXC Stock Holding History

Bourgeon Capital 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
2013
Q3 		– Sell
-13,271
Closed -$241K – 101
2013
Q2 		$241K Buy
+13,271
New +$253K 0.17% 86

Other funds holding SPXC

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bourgeon Capital Management's SPXC Position: Q3 2013 in Review

Bourgeon Capital Management sold out of SPX Corp (SPXC) in Q3 2013, closing a stake of 13,271 shares — an estimated $241K sold.

Bourgeon Capital Management first reported a position in SPXC in Q2 2013 and held it in 1 quarter. The position peaked at $241K in Q2 2013. 268 funds tracked by Wall St. Rank hold SPXC as of Q3 2013.

  • Bourgeon Capital Management reported no remaining SPX Corp position as of Q3 2013 after selling out during the quarter.
  • Bourgeon Capital Management sold 13,271 SPX Corp shares in Q3 2013, an estimated $241K.
  • Bourgeon Capital Management first reported a position in SPX Corp in Q2 2013 and held it in 1 quarter.
  • Bourgeon Capital Management's SPX Corp position peaked at $241K in Q2 2013.
  • 268 funds tracked by Wall St. Rank held SPX Corp as of Q3 2013.

Based on Bourgeon Capital Management's 13F filing for Q3 2013, filed 25 Oct 2013.