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Compass Efficient Model Portfolios’s Standex International SXI Stock Holding History

Compass Efficient Model Portfolios’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$7K Hold
104
– – 0.26% 83
2013
Q3 		$6K Hold
104
– – 0.04% 73
2013
Q2 		$5K Buy
+104
New +$5.46K ﹤0.01% 73

Other funds holding SXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Compass Efficient Model Portfolios's SXI Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Standex International (SXI) position steady in Q4 2013 at 104 shares worth $7K. The position accounts for 0.26% of the portfolio, ranked #83.

Compass Efficient Model Portfolios first reported a position in SXI in Q2 2013 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold SXI as of Q4 2013.

  • Compass Efficient Model Portfolios held 104 shares of Standex International worth $7K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Standex International share count unchanged in Q4 2013.
  • Standex International made up 0.26% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #83 holding.
  • Compass Efficient Model Portfolios first reported a position in Standex International in Q2 2013 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Standex International as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.