MWPCG
SP

Measured Wealth Private Client Group’s SP Plus Corporation SP Stock Holding History

Measured Wealth Private Client Group’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,260
Closed -$360K – 210
2019
Q2 		$360K Sell
11,260
-3,335
-23% -$110K 0.21% 104
2019
Q1 		$498K Buy
14,595
+6,070
+71% +$205K 0.31% 67
2018
Q4 		$252K Sell
8,525
-3,510
-29% -$109K 0.23% 75
2018
Q3 		$437K Buy
12,035
+260
+2% +$10K 0.26% 62
2018
Q2 		$438K Buy
+11,775
New +$432K 0.36% 52

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Measured Wealth Private Client Group's SP Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of SP Plus Corporation (SP) in Q3 2019, closing a stake of 11,260 shares — an estimated $360K sold.

Measured Wealth Private Client Group first reported a position in SP in Q2 2018 and held it in 5 quarters. The position peaked at $498K in Q1 2019. 134 funds tracked by Wall St. Rank hold SP as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining SP Plus Corporation position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 11,260 SP Plus Corporation shares in Q3 2019, an estimated $360K.
  • Measured Wealth Private Client Group first reported a position in SP Plus Corporation in Q2 2018 and held it in 5 quarters.
  • Measured Wealth Private Client Group's SP Plus Corporation position peaked at $498K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held SP Plus Corporation as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.