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James Investment Research’s SPX Corp SPXC Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-6,195
Closed -$248K – 552
2019
Q3 		$248K Hold
6,195
– – 0.02% 290
2019
Q2 		$205K Sell
6,195
-12,755
-67% -$426K 0.01% 364
2019
Q1 		$659K Buy
+18,950
New +$616K 0.04% 389
2018
Q4 		– Sell
-43,629
Closed -$1.45M – 883
2018
Q3 		$1.45M Sell
43,629
-564
-1% -$19.9K 0.06% 441
2018
Q2 		$1.55M Sell
44,193
-64,712
-59% -$2.2M 0.06% 441
2018
Q1 		$3.54M Buy
108,905
+8,845
+9% +$280K 0.13% 149
2017
Q4 		$3.14M Buy
100,060
+5,400
+6% +$164K 0.11% 153
2017
Q3 		$2.78M Buy
+94,660
New +$2.49M 0.09% 172

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return