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Foresters Investment Management’s SPX Corp SPXC Stock Holding History

Foresters Investment 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 		$13.4M Sell
335,900
-18,000
-5% -$665K 0.27% 128
2019
Q2 		$11.7M Buy
353,900
+25,700
+8% +$858K 0.21% 163
2019
Q1 		$11.4M Buy
328,200
+3,100
+1% +$101K 0.2% 166
2018
Q4 		$9.11M Buy
325,100
+66,100
+26% +$1.93M 0.17% 181
2018
Q3 		$8.63M Buy
259,000
+2,500
+1% +$88K 0.14% 209
2018
Q2 		$8.99M Buy
256,500
+22,500
+10% +$763K 0.15% 198
2018
Q1 		$7.6M Buy
234,000
+32,500
+16% +$1.03M 0.13% 204
2017
Q4 		$6.33M Buy
201,500
+18,000
+10% +$546K 0.1% 227
2017
Q3 		$5.38M Buy
183,500
+1,500
+0.8% +$39.4K 0.09% 235
2017
Q2 		$4.58M Buy
182,000
+77,500
+74% +$1.93M 0.08% 251
2017
Q1 		$2.53M Buy
+104,500
New +$2.59M 0.04% 290

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Foresters Investment Management's SPXC Position: Q3 2019 in Review

Foresters Investment Management reduced its SPX Corp (SPXC) stake by 5.1% in Q3 2019, selling an estimated $665K and leaving 335,900 shares worth $13.4M. The position accounts for 0.27% of the portfolio, ranked #128.

Foresters Investment Management first reported a position in SPXC in Q1 2017 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold SPXC as of Q3 2019.

  • Foresters Investment Management held 335,900 shares of SPX Corp worth $13.4M as of Q3 2019.
  • Foresters Investment Management sold 18,000 SPX Corp shares in Q3 2019, an estimated $665K.
  • SPX Corp made up 0.27% of Foresters Investment Management's portfolio in Q3 2019, its #128 holding.
  • Foresters Investment Management first reported a position in SPX Corp in Q1 2017 and has held it in 11 quarters since.
  • 224 funds tracked by Wall St. Rank held SPX Corp as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.