New England Research & Management’s SPX Corp SPXC Stock Holding History

New England Research & Management’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
2015 Q1	–	Sell	-25,264	Closed	-$547K	–	178
2014 Q4	$547K	Buy	+25,264	New	+$565K	0.47%	91
2014 Q3	–	Sell	-10,325	Closed	-$281K	–	177
2014 Q2	$281K	Sell	10,325 -27,372	-73%	-$711K	0.25%	128
2014 Q1	$933K	Sell	37,697 -595	-2%	-$15.3K	0.85%	42
2013 Q4	$961K	Buy	+38,292	New	+$880K	0.93%	34

Other funds holding SPXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

New England Research & Management's SPXC Position: Q1 2015 in Review

New England Research & Management sold out of SPX Corp (SPXC) in Q1 2015, closing a stake of 25,264 shares — an estimated $547K sold.

New England Research & Management first reported a position in SPXC in Q4 2013 and held it in 4 quarters. The position peaked at $961K in Q4 2013. 273 funds tracked by Wall St. Rank hold SPXC as of Q1 2015.

New England Research & Management reported no remaining SPX Corp position as of Q1 2015 after selling out during the quarter.
New England Research & Management sold 25,264 SPX Corp shares in Q1 2015, an estimated $547K.
New England Research & Management first reported a position in SPX Corp in Q4 2013 and held it in 4 quarters.
New England Research & Management's SPX Corp position peaked at $961K in Q4 2013.
273 funds tracked by Wall St. Rank held SPX Corp as of Q1 2015.

Based on New England Research & Management's 13F filing for Q1 2015, filed 6 Apr 2015.