FANJ
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Financial Architects (New Jersey)’s SPX Corp SPXC Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-1,949
Closed -$80K – 699
2020
Q2 		$80K Hold
1,949
– – 0.02% 359
2020
Q1 		$64K Buy
1,949
+725
+59% +$32.7K 0.02% 359
2019
Q4 		$62K Buy
1,224
+32
+3% +$1.46K 0.01% 397
2019
Q3 		$48K Buy
1,192
+1,140
+2,192% +$42.1K 0.01% 448
2019
Q2 		$2K Sell
52
-6,603
-99% -$220K ﹤0.01% 1102
2019
Q1 		$232K Sell
6,655
-210
-3% -$6.82K 0.04% 272
2018
Q4 		$193K Sell
6,865
-123
-2% -$3.59K 0.04% 269
2018
Q3 		$233K Sell
6,988
-2,100
-23% -$73.9K 0.04% 285
2018
Q2 		$319K Sell
9,088
-1,125
-11% -$38.2K 0.06% 216
2018
Q1 		$332K Hold
10,213
– – 0.06% 210
2017
Q4 		$321K Hold
10,213
– – 0.05% 232
2017
Q3 		$300K Sell
10,213
-815
-7% -$21.4K 0.05% 240
2017
Q2 		$278K Hold
11,028
– – 0.05% 244
2017
Q1 		$267K Buy
11,028
+123
+1% +$3.05K 0.05% 234
2016
Q4 		$259K Sell
10,905
-2,425
-18% -$53.2K 0.06% 211
2016
Q3 		$268K Sell
13,330
-180
-1% -$3.19K 0.07% 204
2016
Q2 		$200K Buy
13,510
+13,120
+3,364% +$208K 0.06% 249
2016
Q1 		$6K Buy
+390
New +$4.17K ﹤0.01% 871
2015
Q3 		– Sell
-298
Closed -$5K – 807
2015
Q2 		$5K Hold
298
– – ﹤0.01% 966
2015
Q1 		$6K Buy
+298
New +$6.4K ﹤0.01% 848

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s SPXC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of SPX Corp (SPXC) in Q3 2020, closing a stake of 1,949 shares — an estimated $80K sold.

Financial Architects (New Jersey) first reported a position in SPXC in Q1 2015 and held it in 20 quarters. The position peaked at $332K in Q1 2018. 224 funds tracked by Wall St. Rank hold SPXC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining SPX Corp position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,949 SPX Corp shares in Q3 2020, an estimated $80K.
  • Financial Architects (New Jersey) first reported a position in SPX Corp in Q1 2015 and held it in 20 quarters.
  • Financial Architects (New Jersey)'s SPX Corp position peaked at $332K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held SPX Corp as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.