IBM Retirement Fund’s SPX Corp SPXC Stock Holding History

IBM Retirement Fund’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 Q3	–	Sell	-37,816	Closed	-$689K	–	991
2015 Q2	$689K	Sell	37,816 -5,786	-13%	-$113K	0.01%	903
2015 Q1	$932K	Sell	43,602 -71	-0.2%	-$1.52K	0.02%	781
2014 Q4	$945K	Buy	43,673 +5,512	+14%	+$123K	0.02%	772
2014 Q3	$903K	Sell	38,161 -6,763	-15%	-$176K	0.02%	735
2014 Q2	$1.22M	Sell	44,924 -2,748	-6%	-$71.4K	0.02%	688
2014 Q1	$1.18M	Sell	47,672 -26,792	-36%	-$687K	0.02%	678
2013 Q4	$1.87M	Sell	74,464 -3,066	-4%	-$70.5K	0.02%	663
2013 Q3	$1.65M	Sell	77,530 -10,936	-12%	-$213K	0.02%	712
2013 Q2	$1.6M	Buy	+88,466	New	+$1.68M	0.02%	764

Other funds holding SPXC

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return