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Lyons Wealth Management’s Standex International SXI Stock Holding History

Lyons Wealth Management’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
Q3 		– Sell
-3,404
Closed -$254K – 89
2014
Q2 		$254K Buy
+3,404
New +$233K 0.23% 54

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lyons Wealth Management's SXI Position: Q3 2014 in Review

Lyons Wealth Management sold out of Standex International (SXI) in Q3 2014, closing a stake of 3,404 shares — an estimated $254K sold.

Lyons Wealth Management first reported a position in SXI in Q2 2014 and held it in 1 quarter. The position peaked at $254K in Q2 2014. 157 funds tracked by Wall St. Rank hold SXI as of Q3 2014.

  • Lyons Wealth Management reported no remaining Standex International position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 3,404 Standex International shares in Q3 2014, an estimated $254K.
  • Lyons Wealth Management first reported a position in Standex International in Q2 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Standex International position peaked at $254K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held Standex International as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.