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James Investment Research’s Standex International SXI Stock Holding History

James Investment Research’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-31,790
Closed -$2M – 554
2013
Q4 		$2M Buy
31,790
+6,750
+27% +$409K 0.06% 192
2013
Q3 		$1.49M Buy
25,040
+2,080
+9% +$120K 0.06% 189
2013
Q2 		$1.21M Buy
+22,960
New +$1.2M 0.05% 186

Other funds holding SXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

James Investment Research's SXI Position: Q1 2014 in Review

James Investment Research sold out of Standex International (SXI) in Q1 2014, closing a stake of 31,790 shares — an estimated $2M sold.

James Investment Research first reported a position in SXI in Q2 2013 and held it in 3 quarters. The position peaked at $2M in Q4 2013. 137 funds tracked by Wall St. Rank hold SXI as of Q1 2014.

  • James Investment Research reported no remaining Standex International position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 31,790 Standex International shares in Q1 2014, an estimated $2M.
  • James Investment Research first reported a position in Standex International in Q2 2013 and held it in 3 quarters.
  • James Investment Research's Standex International position peaked at $2M in Q4 2013.
  • 137 funds tracked by Wall St. Rank held Standex International as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.