Clifford Swan Investment Counsel’s SPX Corp SPXC Stock Holding History

Clifford Swan Investment Counsel’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	-27,400	Closed	-$499K	–	263
2015 Q2	$499K	Hold	27,400	–	–	0.03%	189
2015 Q1	$586K	Hold	27,400	–	–	0.04%	177
2014 Q4	$593K	Hold	27,400	–	–	0.04%	178
2014 Q3	$648K	Hold	27,400	–	–	0.04%	166
2014 Q2	$747K	Hold	27,400	–	–	0.05%	156
2014 Q1	$678K	Hold	27,400	–	–	0.05%	156
2013 Q4	$687K	Hold	27,400	–	–	0.05%	144
2013 Q3	$584K	Hold	27,400	–	–	0.05%	149
2013 Q2	$497K	Buy	+27,400	New	+$522K	0.04%	159

Other funds holding SPXC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 16.26% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Clifford Swan Investment Counsel's SPXC Position: Q3 2015 in Review

Clifford Swan Investment Counsel sold out of SPX Corp (SPXC) in Q3 2015, closing a stake of 27,400 shares — an estimated $499K sold.

Clifford Swan Investment Counsel first reported a position in SPXC in Q2 2013 and held it in 9 quarters. The position peaked at $747K in Q2 2014. 198 funds tracked by Wall St. Rank hold SPXC as of Q3 2015.

Clifford Swan Investment Counsel reported no remaining SPX Corp position as of Q3 2015 after selling out during the quarter.
Clifford Swan Investment Counsel sold 27,400 SPX Corp shares in Q3 2015, an estimated $499K.
Clifford Swan Investment Counsel first reported a position in SPX Corp in Q2 2013 and held it in 9 quarters.
Clifford Swan Investment Counsel's SPX Corp position peaked at $747K in Q2 2014.
198 funds tracked by Wall St. Rank held SPX Corp as of Q3 2015.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2015, filed 10 Nov 2015.