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National Penn Investors Trust’s Standex International SXI Stock Holding History

National Penn Investors Trust’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
Q2 		– Sell
-24,325
Closed -$1.3M – 190
2014
Q1 		$1.3M Sell
24,325
-2,264
-9% -$129K 0.15% 100
2013
Q4 		$1.67M Buy
26,589
+424
+2% +$25.7K 0.19% 102
2013
Q3 		$1.55M Sell
26,165
-5
-0% -$288 0.19% 105
2013
Q2 		$1.38M Buy
+26,170
New +$1.37M 0.18% 108

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

National Penn Investors Trust's SXI Position: Q2 2014 in Review

National Penn Investors Trust sold out of Standex International (SXI) in Q2 2014, closing a stake of 24,325 shares — an estimated $1.3M sold.

National Penn Investors Trust first reported a position in SXI in Q2 2013 and held it in 4 quarters. The position peaked at $1.67M in Q4 2013. 157 funds tracked by Wall St. Rank hold SXI as of Q2 2014.

  • National Penn Investors Trust reported no remaining Standex International position as of Q2 2014 after selling out during the quarter.
  • National Penn Investors Trust sold 24,325 Standex International shares in Q2 2014, an estimated $1.3M.
  • National Penn Investors Trust first reported a position in Standex International in Q2 2013 and held it in 4 quarters.
  • National Penn Investors Trust's Standex International position peaked at $1.67M in Q4 2013.
  • 157 funds tracked by Wall St. Rank held Standex International as of Q2 2014.

Based on National Penn Investors Trust's 13F filing for Q2 2014, filed 11 Aug 2014.