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Freedom Investment Management’s SPX Corp SPXC Stock Holding History

Freedom 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
2017
Q1 		– Sell
-9,439
Closed -$224K – 1112
2016
Q4 		$224K Buy
+9,439
New +$207K 0.01% 838
2016
Q3 		– Sell
-13,964
Closed -$207K – 943
2016
Q2 		$207K Buy
+13,964
New +$221K 0.01% 742

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Freedom Investment Management's SPXC Position: Q1 2017 in Review

Freedom Investment Management sold out of SPX Corp (SPXC) in Q1 2017, closing a stake of 9,439 shares — an estimated $224K sold.

Freedom Investment Management first reported a position in SPXC in Q2 2016 and held it in 2 quarters. The position peaked at $224K in Q4 2016. 184 funds tracked by Wall St. Rank hold SPXC as of Q1 2017.

  • Freedom Investment Management reported no remaining SPX Corp position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 9,439 SPX Corp shares in Q1 2017, an estimated $224K.
  • Freedom Investment Management first reported a position in SPX Corp in Q2 2016 and held it in 2 quarters.
  • Freedom Investment Management's SPX Corp position peaked at $224K in Q4 2016.
  • 184 funds tracked by Wall St. Rank held SPX Corp as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.