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Ladenburg Thalmann Financial Services’s SPX Corp SPXC Stock Holding History

Ladenburg Thalmann Financial Services’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 		$427K Sell
8,538
-2,709
-24% -$124K ﹤0.01% 1940
2019
Q3 		$450K Sell
11,247
-1,781
-14% -$65.8K ﹤0.01% 1845
2019
Q2 		$430K Sell
13,028
-1,123
-8% -$37.5K ﹤0.01% 1864
2019
Q1 		$493K Sell
14,151
-66,860
-83% -$2.17M ﹤0.01% 1702
2018
Q4 		$2.27M Sell
81,011
-5,459
-6% -$159K 0.02% 615
2018
Q3 		$2.88M Sell
86,470
-63
-0.1% -$2.22K 0.02% 581
2018
Q2 		$2.81M Hold
86,533
– – 0.03% 561
2018
Q1 		$2.81M Buy
86,533
+8,220
+10% +$260K 0.03% 561
2017
Q4 		$2.46M Buy
78,313
+74,158
+1,785% +$2.25M 0.02% 598
2017
Q3 		$122K Buy
4,155
+1,491
+56% +$39.2K ﹤0.01% 2472
2017
Q2 		$68K Hold
2,664
– – ﹤0.01% 2793
2017
Q1 		$64K Buy
2,664
+350
+15% +$8.67K ﹤0.01% 2714
2016
Q4 		$53K Sell
2,314
-430
-16% -$9.43K ﹤0.01% 2805
2016
Q3 		$55K Sell
2,744
-56
-2% -$992 ﹤0.01% 2712
2016
Q2 		$41K Buy
2,800
+603
+27% +$9.56K ﹤0.01% 2835
2016
Q1 		$33K Buy
2,197
+779
+55% +$8.32K ﹤0.01% 2905
2015
Q4 		$14K Buy
1,418
+121
+9% +$1.31K ﹤0.01% 3481
2015
Q3 		$16K Sell
1,297
-3,853
-75% -$59.1K ﹤0.01% 3247
2015
Q2 		$93K Buy
5,150
+929
+22% +$18.1K ﹤0.01% 2144
2015
Q1 		$90K Buy
4,221
+95
+2% +$2.04K ﹤0.01% 2149
2014
Q4 		$89K Buy
4,126
+175
+4% +$3.91K ﹤0.01% 1970
2014
Q3 		$93K Buy
3,951
+1,850
+88% +$48K ﹤0.01% 1647
2014
Q2 		$57K Buy
2,101
+874
+71% +$22.7K ﹤0.01% 1959
2014
Q1 		$30K Sell
1,227
-45,857
-97% -$1.18M ﹤0.01% 2298
2013
Q4 		$1.18M Buy
47,084
+5,150
+12% +$118K 0.04% 389
2013
Q3 		$894K Sell
41,934
-1,402
-3% -$27.2K 0.03% 453
2013
Q2 		$786K Buy
+43,336
New +$825K 0.03% 477

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T 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 $432B 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 $1.02T AUM 30.18% 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

Ladenburg Thalmann Financial Services's SPXC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its SPX Corp (SPXC) stake by 24% in Q4 2019, selling an estimated $124K and leaving 8,538 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Ladenburg Thalmann Financial Services first reported a position in SPXC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.88M in Q3 2018. 230 funds tracked by Wall St. Rank hold SPXC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,538 shares of SPX Corp worth $427K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 2,709 SPX Corp shares in Q4 2019, an estimated $124K.
  • SPX Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1940 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SPX Corp in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's SPX Corp position peaked at $2.88M in Q3 2018.
  • 230 funds tracked by Wall St. Rank held SPX Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.