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Bruderman Asset Management’s SPX Corp SPXC Stock Holding History

Bruderman Asset 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
2019
Q1 		– Sell
-130
Closed -$4K – 685
2018
Q4 		$4K Buy
+130
New +$3.8K ﹤0.01% 520

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 $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Bruderman Asset Management's SPXC Position: Q1 2019 in Review

Bruderman Asset Management sold out of SPX Corp (SPXC) in Q1 2019, closing a stake of 130 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in SPXC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 220 funds tracked by Wall St. Rank hold SPXC as of Q1 2019.

  • Bruderman Asset Management reported no remaining SPX Corp position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 130 SPX Corp shares in Q1 2019, an estimated $4K.
  • Bruderman Asset Management first reported a position in SPX Corp in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's SPX Corp position peaked at $4K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held SPX Corp as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.