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Northwest Wealth Management’s StoneX SNEX Stock Holding History

Northwest Wealth Management’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
2018
Q2 		– Sell
-1,013
Closed -$9K – 535
2018
Q1 		$9K Buy
+1,013
New +$8.52K 0.01% 360

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Vanguard Group
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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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northwest Wealth Management's SNEX Position: Q2 2018 in Review

Northwest Wealth Management sold out of StoneX (SNEX) in Q2 2018, closing a stake of 1,013 shares — an estimated $9K sold.

Northwest Wealth Management first reported a position in SNEX in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 126 funds tracked by Wall St. Rank hold SNEX as of Q2 2018.

  • Northwest Wealth Management reported no remaining StoneX position as of Q2 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,013 StoneX shares in Q2 2018, an estimated $9K.
  • Northwest Wealth Management first reported a position in StoneX in Q1 2018 and held it in 1 quarter.
  • Northwest Wealth Management's StoneX position peaked at $9K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held StoneX as of Q2 2018.

Based on Northwest Wealth Management's 13F filing for Q2 2018, filed 10 Jul 2018.