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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 – 551
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 – 882
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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

James Investment Research's SPXC Position: Q4 2019 in Review

James Investment Research sold out of SPX Corp (SPXC) in Q4 2019, closing a stake of 6,195 shares — an estimated $248K sold.

James Investment Research first reported a position in SPXC in Q3 2017 and held it in 8 quarters. The position peaked at $3.54M in Q1 2018. 230 funds tracked by Wall St. Rank hold SPXC as of Q4 2019.

  • James Investment Research reported no remaining SPX Corp position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 6,195 SPX Corp shares in Q4 2019, an estimated $248K.
  • James Investment Research first reported a position in SPX Corp in Q3 2017 and held it in 8 quarters.
  • James Investment Research's SPX Corp position peaked at $3.54M in Q1 2018.
  • 230 funds tracked by Wall St. Rank held SPX Corp as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.