Chicago Partners Investment Group’s SPX Corp SPXC Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-239	Closed	-$7K	–	830
2018 Q3	$7K	Buy	239 +101	+73%	+$3.56K	﹤0.01%	878
2018 Q2	$5K	Hold	138	–	–	﹤0.01%	876
2018 Q1	$4K	Hold	138	–	–	﹤0.01%	866
2017 Q4	$4K	Hold	138	–	–	﹤0.01%	827
2017 Q3	$4K	Buy	+138	New	+$3.63K	﹤0.01%	891
2017 Q2	–	Sell	-138	Closed	-$3K	–	771
2017 Q1	$3K	Hold	138	–	–	﹤0.01%	515
2016 Q4	$3K	Hold	138	–	–	﹤0.01%	495
2016 Q3	$3K	Hold	138	–	–	﹤0.01%	474
2016 Q2	$2K	Hold	138	–	–	﹤0.01%	428
2016 Q1	$2K	Hold	138	–	–	﹤0.01%	417
2015 Q4	$1K	Hold	138	–	–	﹤0.01%	485
2015 Q3	$2K	Sell	138 -410	-75%	-$6.29K	﹤0.01%	419
2015 Q2	$10K	Buy	548 +8	+1%	+$156	﹤0.01%	343
2015 Q1	$12K	Sell	540 -8	-1%	-$172	0.01%	334
2014 Q4	$12K	Buy	+548	New	+$12.2K	0.01%	349

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

RCAMU

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Chicago Partners Investment Group's SPXC Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of SPX Corp (SPXC) in Q4 2018, closing a stake of 239 shares — an estimated $7K sold.

Chicago Partners Investment Group first reported a position in SPXC in Q4 2014 and held it in 15 quarters. The position peaked at $12K in Q1 2015. 197 funds tracked by Wall St. Rank hold SPXC as of Q4 2018.

Chicago Partners Investment Group reported no remaining SPX Corp position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 239 SPX Corp shares in Q4 2018, an estimated $7K.
Chicago Partners Investment Group first reported a position in SPX Corp in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's SPX Corp position peaked at $12K in Q1 2015.
197 funds tracked by Wall St. Rank held SPX Corp as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.