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 $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCAMU

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

Chicago Equity Partners's SPXC Position: Q1 2020 in Review

Chicago Equity Partners increased its SPX Corp (SPXC) stake by 33% in Q1 2020, buying an estimated $138K and bringing the position to 12,375 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #478.

Chicago Equity Partners first reported a position in SPXC in Q3 2013 and has held it in 14 quarters since. The position peaked at $2.36M in Q1 2014. 201 funds tracked by Wall St. Rank hold SPXC as of Q1 2020.

Chicago Equity Partners held 12,375 shares of SPX Corp worth $404K as of Q1 2020.
Chicago Equity Partners bought 3,055 SPX Corp shares in Q1 2020, an estimated $138K.
SPX Corp made up 0.04% of Chicago Equity Partners's portfolio in Q1 2020, its #478 holding.
Chicago Equity Partners first reported a position in SPX Corp in Q3 2013 and has held it in 14 quarters since.
Chicago Equity Partners's SPX Corp position peaked at $2.36M in Q1 2014.
201 funds tracked by Wall St. Rank held SPX Corp as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.