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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

IBM Retirement Fund's SPXC Position: Q3 2015 in Review

IBM Retirement Fund sold out of SPX Corp (SPXC) in Q3 2015, closing a stake of 37,816 shares — an estimated $689K sold.

IBM Retirement Fund first reported a position in SPXC in Q2 2013 and held it in 9 quarters. The position peaked at $1.87M in Q4 2013. 198 funds tracked by Wall St. Rank hold SPXC as of Q3 2015.

  • IBM Retirement Fund reported no remaining SPX Corp position as of Q3 2015 after selling out during the quarter.
  • IBM Retirement Fund sold 37,816 SPX Corp shares in Q3 2015, an estimated $689K.
  • IBM Retirement Fund first reported a position in SPX Corp in Q2 2013 and held it in 9 quarters.
  • IBM Retirement Fund's SPX Corp position peaked at $1.87M in Q4 2013.
  • 198 funds tracked by Wall St. Rank held SPX Corp as of Q3 2015.

Based on IBM Retirement Fund's 13F filing for Q3 2015, filed 12 Nov 2015.