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Cerity Partners OCIO’s SPX Corp SPXC Stock Holding History

Cerity Partners OCIO’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
2015
Q3 		– Sell
-37,296
Closed -$680K – 227
2015
Q2 		$680K Buy
37,296
+2,327
+7% +$45.4K 0.07% 116
2015
Q1 		$748K Buy
34,969
+21,757
+165% +$467K 0.08% 102
2014
Q4 		$247K Sell
13,212
-12,866
-49% -$288K 0.03% 161
2014
Q3 		$617K Buy
+26,078
New +$677K 0.08% 101

Other funds holding SPXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Cerity Partners OCIO's SPXC Position: Q3 2015 in Review

Cerity Partners OCIO sold out of SPX Corp (SPXC) in Q3 2015, closing a stake of 37,296 shares — an estimated $680K sold.

Cerity Partners OCIO first reported a position in SPXC in Q3 2014 and held it in 4 quarters. The position peaked at $748K in Q1 2015. 198 funds tracked by Wall St. Rank hold SPXC as of Q3 2015.

  • Cerity Partners OCIO reported no remaining SPX Corp position as of Q3 2015 after selling out during the quarter.
  • Cerity Partners OCIO sold 37,296 SPX Corp shares in Q3 2015, an estimated $680K.
  • Cerity Partners OCIO first reported a position in SPX Corp in Q3 2014 and held it in 4 quarters.
  • Cerity Partners OCIO's SPX Corp position peaked at $748K in Q1 2015.
  • 198 funds tracked by Wall St. Rank held SPX Corp as of Q3 2015.

Based on Cerity Partners OCIO's 13F filing for Q3 2015, filed 10 Nov 2015.