Chicago Equity Partners’s SPX Corp SPXC Stock Holding History

Chicago Equity Partners’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
2020 Q1	$404K	Buy	12,375 +3,055	+33%	+$138K	0.04%	478
2019 Q4	$474K	Buy	+9,320	New	+$426K	0.03%	652
2018 Q3	–	Sell	-24,605	Closed	-$862K	–	878
2018 Q2	$862K	Buy	24,605 +7,105	+41%	+$241K	0.03%	552
2018 Q1	$568K	Sell	17,500 -22,235	-56%	-$704K	0.02%	588
2017 Q4	$1.25M	Sell	39,735 -7,970	-17%	-$242K	0.04%	459
2017 Q3	$1.4M	Buy	47,705 +15,930	+50%	+$419K	0.04%	441
2017 Q2	$799K	Buy	+31,775	New	+$793K	0.02%	548
2015 Q2	–	Sell	-40,484	Closed	-$866K	–	520
2015 Q1	$866K	Buy	40,484 +1,528	+4%	+$32.8K	0.02%	285
2014 Q4	$843K	Sell	38,956 -4,090	-10%	-$91.4K	0.02%	282
2014 Q3	$1.02M	Buy	43,046 +21,821	+103%	+$567K	0.03%	270
2014 Q2	$578K	Sell	21,225 -74,139	-78%	-$1.93M	0.02%	306
2014 Q1	$2.36M	Buy	95,364 +75,330	+376%	+$1.93M	0.07%	206
2013 Q4	$502K	Sell	20,034 -75,588	-79%	-$1.74M	0.02%	314
2013 Q3	$2.04M	Buy	+95,622	New	+$1.86M	0.06%	225

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return