IWMPD
SPXC icon

Integrated Wealth Management (Palm Desert)’s SPX Corp SPXC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-10
Closed – – 1316
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1379
2015
Q3 		$0 Sell
10
-30
-75% -$460 ﹤0.01% 1375
2015
Q2 		$1K Hold
40
– – ﹤0.01% 1272
2015
Q1 		$0 Buy
+40
New +$859 ﹤0.01% 1354

Other funds holding SPXC

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
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SPXC Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SPX Corp (SPXC) in Q1 2016, closing a stake of 10 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SPXC in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 182 funds tracked by Wall St. Rank hold SPXC as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SPX Corp position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 10 SPX Corp shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in SPX Corp in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s SPX Corp position peaked at $1K in Q2 2015.
  • 182 funds tracked by Wall St. Rank held SPX Corp as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.