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McIlrath & Eck’s StoneX SNEX Stock Holding History

McIlrath & Eck’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-56
Closed – – 718
2020
Q1 		$0 Hold
56
– – ﹤0.01% 704
2019
Q4 		$1K Hold
56
– – ﹤0.01% 616
2019
Q3 		$0 Hold
56
– – ﹤0.01% 663
2019
Q2 		$0 Hold
56
– – ﹤0.01% 633
2019
Q1 		$0 Hold
56
– – ﹤0.01% 638
2018
Q4 		$0 Hold
56
– – ﹤0.01% 580
2018
Q3 		$1K Hold
56
– – ﹤0.01% 512
2018
Q2 		$1K Hold
56
– – ﹤0.01% 494
2018
Q1 		$0 Hold
56
– – ﹤0.01% 524
2017
Q4 		$0 Buy
+56
New +$461 ﹤0.01% 549

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

McIlrath & Eck's SNEX Position: Q2 2020 in Review

McIlrath & Eck sold out of StoneX (SNEX) in Q2 2020, closing a stake of 56 shares.

McIlrath & Eck first reported a position in SNEX in Q4 2017 and held it in 10 quarters. The position peaked at $1K in Q4 2019. 137 funds tracked by Wall St. Rank hold SNEX as of Q2 2020.

  • McIlrath & Eck reported no remaining StoneX position as of Q2 2020 after selling out during the quarter.
  • McIlrath & Eck sold 56 StoneX shares in Q2 2020.
  • McIlrath & Eck first reported a position in StoneX in Q4 2017 and held it in 10 quarters.
  • McIlrath & Eck's StoneX position peaked at $1K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held StoneX as of Q2 2020.

Based on McIlrath & Eck's 13F filing for Q2 2020, filed 4 Aug 2020.