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Financial Architects (New Jersey)’s Standex International SXI Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-60
Closed -$4K – 515
2013
Q3 		$4K Buy
+60
New +$3.46K ﹤0.01% 619

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

Financial Architects (New Jersey)'s SXI Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Standex International (SXI) in Q4 2013, closing a stake of 60 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in SXI in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 143 funds tracked by Wall St. Rank hold SXI as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Standex International position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 60 Standex International shares in Q4 2013, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in Standex International in Q3 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Standex International position peaked at $4K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held Standex International as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.