EWM
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Edge Wealth Management’s StoneX SNEX Stock Holding History

Edge Wealth Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-349
Closed -$3K – 600
2018
Q4 		$3K Hold
349
– – ﹤0.01% 513
2018
Q3 		$3K Hold
349
– – ﹤0.01% 541
2018
Q2 		$4K Buy
+349
New +$3.28K ﹤0.01% 509

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

Edge Wealth Management's SNEX Position: Q1 2019 in Review

Edge Wealth Management sold out of StoneX (SNEX) in Q1 2019, closing a stake of 349 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in SNEX in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 140 funds tracked by Wall St. Rank hold SNEX as of Q1 2019.

  • Edge Wealth Management reported no remaining StoneX position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 349 StoneX shares in Q1 2019, an estimated $3K.
  • Edge Wealth Management first reported a position in StoneX in Q2 2018 and held it in 3 quarters.
  • Edge Wealth Management's StoneX position peaked at $4K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held StoneX as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.