Mosaic Family Wealth’s SPX Corp SPXC Stock Holding History

Mosaic Family Wealth’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	-110	Closed	-$3K	–	891
2017 Q3	$3K	Buy	+110	New	+$2.89K	﹤0.01%	805

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 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 $8.43B AUM 52.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Mosaic Family Wealth's SPXC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of SPX Corp (SPXC) in Q4 2017, closing a stake of 110 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in SPXC in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 216 funds tracked by Wall St. Rank hold SPXC as of Q4 2017.

Mosaic Family Wealth reported no remaining SPX Corp position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 110 SPX Corp shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in SPX Corp in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's SPX Corp position peaked at $3K in Q3 2017.
216 funds tracked by Wall St. Rank held SPX Corp as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.