CIP
SPXC icon

Convergence Investment Partners’s SPX Corp SPXC Stock Holding History

Convergence Investment 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
2015
Q1 		– Sell
-80,198
Closed -$1.74M – 417
2014
Q4 		$1.74M Sell
80,198
-5,877
-7% -$131K 0.23% 152
2014
Q3 		$2.04M Buy
86,075
+62,185
+260% +$1.62M 0.28% 137
2014
Q2 		$651K Buy
+23,890
New +$621K 0.09% 287

Other funds holding SPXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Convergence Investment Partners's SPXC Position: Q1 2015 in Review

Convergence Investment Partners sold out of SPX Corp (SPXC) in Q1 2015, closing a stake of 80,198 shares — an estimated $1.74M sold.

Convergence Investment Partners first reported a position in SPXC in Q2 2014 and held it in 3 quarters. The position peaked at $2.04M in Q3 2014. 273 funds tracked by Wall St. Rank hold SPXC as of Q1 2015.

  • Convergence Investment Partners reported no remaining SPX Corp position as of Q1 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 80,198 SPX Corp shares in Q1 2015, an estimated $1.74M.
  • Convergence Investment Partners first reported a position in SPX Corp in Q2 2014 and held it in 3 quarters.
  • Convergence Investment Partners's SPX Corp position peaked at $2.04M in Q3 2014.
  • 273 funds tracked by Wall St. Rank held SPX Corp as of Q1 2015.

Based on Convergence Investment Partners's 13F filing for Q1 2015, filed 1 May 2015.