Gofen & Glossberg’s SPX Corp SPXC Stock Holding History

Gofen & Glossberg’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
2015 Q1	–	Sell	-10,523	Closed	-$228K	–	469
2014 Q4	$228K	Hold	10,523	–	–	0.01%	410
2014 Q3	$249K	Hold	10,523	–	–	0.01%	385
2014 Q2	$287K	Sell	10,523 -1,533	-13%	-$39.8K	0.01%	358
2014 Q1	$327K	Sell	12,056 -2,279	-16%	-$58.4K	0.02%	327
2013 Q4	$360K	Hold	14,335	–	–	0.02%	308
2013 Q3	$306K	Sell	14,335 -5,560	-28%	-$108K	0.02%	318
2013 Q2	$361K	Buy	+19,895	New	+$379K	0.02%	280

Other funds holding SPXC

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

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gofen & Glossberg's SPXC Position: Q1 2015 in Review

Gofen & Glossberg sold out of SPX Corp (SPXC) in Q1 2015, closing a stake of 10,523 shares — an estimated $228K sold.

Gofen & Glossberg first reported a position in SPXC in Q2 2013 and held it in 7 quarters. The position peaked at $361K in Q2 2013. 273 funds tracked by Wall St. Rank hold SPXC as of Q1 2015.

Gofen & Glossberg reported no remaining SPX Corp position as of Q1 2015 after selling out during the quarter.
Gofen & Glossberg sold 10,523 SPX Corp shares in Q1 2015, an estimated $228K.
Gofen & Glossberg first reported a position in SPX Corp in Q2 2013 and held it in 7 quarters.
Gofen & Glossberg's SPX Corp position peaked at $361K in Q2 2013.
273 funds tracked by Wall St. Rank held SPX Corp as of Q1 2015.

Based on Gofen & Glossberg's 13F filing for Q1 2015, filed 15 Apr 2015.