EWM
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Executive Wealth Management’s SPX Corp SPXC Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-1,183
Closed -$39K – 696
2019
Q2 		$39K Hold
1,183
– – 0.01% 346
2019
Q1 		$41K Hold
1,183
– – 0.01% 299
2018
Q4 		$33K Buy
+1,183
New +$34.6K 0.01% 350

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Executive Wealth Management's SPXC Position: Q3 2019 in Review

Executive Wealth Management sold out of SPX Corp (SPXC) in Q3 2019, closing a stake of 1,183 shares — an estimated $39K sold.

Executive Wealth Management first reported a position in SPXC in Q4 2018 and held it in 3 quarters. The position peaked at $41K in Q1 2019. 224 funds tracked by Wall St. Rank hold SPXC as of Q3 2019.

  • Executive Wealth Management reported no remaining SPX Corp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,183 SPX Corp shares in Q3 2019, an estimated $39K.
  • Executive Wealth Management first reported a position in SPX Corp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's SPX Corp position peaked at $41K in Q1 2019.
  • 224 funds tracked by Wall St. Rank held SPX Corp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.