Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IWM
IHT Wealth Management’s
SPX Corp
SPXC
Stock Holding History
IHT Wealth 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
2018
Q2
–
Sell
-310
Closed
-$10K
–
1223
2018
Q1
$10K
Hold
310
–
–
﹤0.01%
1201
2017
Q4
$10K
Buy
310
+60
+24%
+$1.82K
﹤0.01%
1206
2017
Q3
$7K
Hold
250
–
–
﹤0.01%
1036
2017
Q2
$61
Hold
250
–
–
0.03%
464
2017
Q1
$6K
Hold
250
–
–
﹤0.01%
933
2016
Q4
$6K
Buy
+250
New
+$5.48K
﹤0.01%
891
Other funds holding SPXC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AACR
ACR Alpine Capital Research
St. Louis, Missouri
$6.7B AUM
33.44%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US
Stamford, Connecticut
$6.58B AUM
4.5%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
SC
Selz Capital
New York
$570M AUM
35.56%
1-Year Est. Return
CCM
Corsair Capital Management
New York
$673M AUM
109.99%
1-Year Est. Return
PCM
Peregrine Capital Management
Minneapolis, Minnesota
$2.7B AUM
22.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close