First Mercantile Trust’s SPX Corp SPXC Stock Holding History

First Mercantile Trust’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
2021 Q3	$109K	Sell	2,031 -188	-8%	-$11.5K	0.01%	630
2021 Q2	$136K	Sell	2,219 -121	-5%	-$7.36K	0.02%	588
2021 Q1	$136K	Sell	2,340 -498	-18%	-$28.3K	0.02%	577
2020 Q4	$155K	Sell	2,838 -742	-21%	-$37.2K	0.02%	533
2020 Q3	$164K	Sell	3,580 -157	-4%	-$6.62K	0.02%	494
2020 Q2	$154K	Buy	+3,737	New	+$141K	0.02%	506
2014 Q1	–	Sell	-9,133	Closed	-$229K	–	1298
2013 Q4	$229K	Hold	9,133	–	–	0.02%	736
2013 Q3	$195K	Sell	9,133 -56,865	-86%	-$1.11M	0.02%	749
2013 Q2	$1.2M	Buy	+65,998	New	+$1.26M	0.1%	289

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

First Mercantile Trust's SPXC Position: Q3 2021 in Review

First Mercantile Trust reduced its SPX Corp (SPXC) stake by 8.5% in Q3 2021, selling an estimated $11.5K and leaving 2,031 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #630.

First Mercantile Trust first reported a position in SPXC in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2013. 222 funds tracked by Wall St. Rank hold SPXC as of Q3 2021.

First Mercantile Trust held 2,031 shares of SPX Corp worth $109K as of Q3 2021.
First Mercantile Trust sold 188 SPX Corp shares in Q3 2021, an estimated $11.5K.
SPX Corp made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #630 holding.
First Mercantile Trust first reported a position in SPX Corp in Q2 2013 and has held it in 9 quarters since.
First Mercantile Trust's SPX Corp position peaked at $1.2M in Q2 2013.
222 funds tracked by Wall St. Rank held SPX Corp as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.