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Nationwide Fund Advisors’s StoneX SNEX Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-114,352
Closed -$866K – 1789
2017
Q3 		$866K Sell
114,352
-2,025
-2% -$14.8K ﹤0.01% 1883
2017
Q2 		$868K Sell
116,377
-7,244
-6% -$52K ﹤0.01% 1867
2017
Q1 		$927K Sell
123,621
-47,026
-28% -$349K ﹤0.01% 1800
2016
Q4 		$1.33M Sell
170,647
-4,090
-2% -$31.7K 0.01% 1621
2016
Q3 		$1.34M Sell
174,737
-68,754
-28% -$455K 0.01% 1605
2016
Q2 		$1.31M Sell
243,491
-2,531
-1% -$13.5K 0.01% 1573
2016
Q1 		$1.3M Buy
246,022
+35,017
+17% +$189K 0.01% 1560
2015
Q4 		$1.4M Buy
211,005
+128,749
+157% +$821K 0.01% 1545
2015
Q3 		$401K Hold
82,256
– – ﹤0.01% 2232
2015
Q2 		$540K Buy
82,256
+16,737
+26% +$112K ﹤0.01% 2205
2015
Q1 		$385K Sell
65,519
-739
-1% -$3.55K ﹤0.01% 2368
2014
Q4 		$269K Sell
66,258
-597
-0.9% -$2.12K ﹤0.01% 2496
2014
Q3 		$229K Buy
66,855
+516
+0.8% +$1.94K ﹤0.01% 2618
2014
Q2 		$261K Buy
66,339
+2,936
+5% +$10.9K ﹤0.01% 2614
2014
Q1 		$236K Hold
63,403
– – ﹤0.01% 2415
2013
Q4 		$232K Buy
63,403
+2,967
+5% +$11.9K ﹤0.01% 2615
2013
Q3 		$244K Buy
60,436
+3,402
+6% +$12.9K ﹤0.01% 2568
2013
Q2 		$197K Buy
+57,034
New +$194K ﹤0.01% 2492

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $580B AUM 38.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nationwide Fund Advisors's SNEX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of StoneX (SNEX) in Q4 2017, closing a stake of 114,352 shares — an estimated $866K sold.

Nationwide Fund Advisors first reported a position in SNEX in Q2 2013 and held it in 18 quarters. The position peaked at $1.4M in Q4 2015. 130 funds tracked by Wall St. Rank hold SNEX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining StoneX position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 114,352 StoneX shares in Q4 2017, an estimated $866K.
  • Nationwide Fund Advisors first reported a position in StoneX in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's StoneX position peaked at $1.4M in Q4 2015.
  • 130 funds tracked by Wall St. Rank held StoneX as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.