MA
SP

Mutual Advisors’s SP Plus Corporation SP Stock Holding History

Mutual Advisors’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
2018
Q4 		– Sell
-8,015
Closed -$293K – 498
2018
Q3 		$293K Buy
8,015
+622
+8% +$24K 0.04% 371
2018
Q2 		$275K Hold
7,393
– – 0.06% 344
2018
Q1 		$263K Sell
7,393
-113
-2% -$4.23K 0.07% 338
2017
Q4 		$278K Buy
+7,506
New +$292K 0.11% 225

Other funds holding SP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Mutual Advisors's SP Position: Q4 2018 in Review

Mutual Advisors sold out of SP Plus Corporation (SP) in Q4 2018, closing a stake of 8,015 shares — an estimated $293K sold.

Mutual Advisors first reported a position in SP in Q4 2017 and held it in 4 quarters. The position peaked at $293K in Q3 2018. 146 funds tracked by Wall St. Rank hold SP as of Q4 2018.

  • Mutual Advisors reported no remaining SP Plus Corporation position as of Q4 2018 after selling out during the quarter.
  • Mutual Advisors sold 8,015 SP Plus Corporation shares in Q4 2018, an estimated $293K.
  • Mutual Advisors first reported a position in SP Plus Corporation in Q4 2017 and held it in 4 quarters.
  • Mutual Advisors's SP Plus Corporation position peaked at $293K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.