LWM
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Lyons Wealth Management’s SPX Corp SPXC Stock Holding History

Lyons Wealth Management’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
2017
Q4 		– Sell
-81,300
Closed -$270K – 64
2017
Q3 		$270K Buy
+81,300
New +$2.14M 0.4% 41
2016
Q4 		– Sell
-38,800
Closed -$1.04M – 61
2016
Q3 		$1.04M Buy
+38,800
New +$687K 1.44% 8
2014
Q3 		– Sell
-2,164,989
Closed -$7.71M – 86
2014
Q2 		$7.71M Buy
2,164,989
+132,631
+7% +$3.45M 6.88% 3
2014
Q1 		$14.5M Buy
+2,032,358
New +$52.1M 12.68% 2
2013
Q4 		– Sell
-2,544,220
Closed -$6.18M – 93
2013
Q3 		$6.18M Buy
+2,544,220
New +$49.4M 5.57% 6

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return