JP Morgan Private Wealth Advisors’s Standex International SXI Stock Holding History

JP Morgan Private Wealth Advisors’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
2017 Q2	–	Sell	-3,260	Closed	-$326K	–	1348
2017 Q1	$326K	Hold	3,260	–	–	﹤0.01%	1031
2016 Q4	$286K	Hold	3,260	–	–	﹤0.01%	1016
2016 Q3	$303K	Buy	3,260 +820	+34%	+$71.8K	﹤0.01%	982
2016 Q2	$202K	Buy	+2,440	New	+$200K	﹤0.01%	1155
2016 Q1	–	Sell	-2,440	Closed	-$203K	–	1296
2015 Q4	$203K	Buy	+2,440	New	+$206K	﹤0.01%	1013
2015 Q2	–	Sell	-2,440	Closed	-$200K	–	1130
2015 Q1	$200K	Buy	+2,440	New	+$181K	﹤0.01%	1045

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SXI Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Standex International (SXI) in Q2 2017, closing a stake of 3,260 shares — an estimated $326K sold.

JP Morgan Private Wealth Advisors first reported a position in SXI in Q1 2015 and held it in 6 quarters. The position peaked at $326K in Q1 2017. 142 funds tracked by Wall St. Rank hold SXI as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining Standex International position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,260 Standex International shares in Q2 2017, an estimated $326K.
JP Morgan Private Wealth Advisors first reported a position in Standex International in Q1 2015 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Standex International position peaked at $326K in Q1 2017.
142 funds tracked by Wall St. Rank held Standex International as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.