OI
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Oakbrook Investments’s SPX Corp SPXC Stock Holding History

Oakbrook Investments’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
Q3 		– Sell
-15,884
Closed -$290K – 561
2015
Q2 		$290K Buy
15,884
+397
+3% +$7.74K 0.02% 454
2015
Q1 		$331K Buy
15,487
+794
+5% +$17.1K 0.02% 449
2014
Q4 		$318K Buy
14,693
+397
+3% +$8.87K 0.02% 454
2014
Q3 		$338K Sell
14,296
-595
-4% -$15.5K 0.02% 412
2014
Q2 		$406K Sell
14,891
-5,758
-28% -$150K 0.01% 422
2014
Q1 		$511K Sell
20,649
-1,589
-7% -$40.7K 0.02% 402
2013
Q4 		$558K Sell
22,238
-2,382
-10% -$54.8K 0.02% 395
2013
Q3 		$525K Sell
24,620
-5,162
-17% -$100K 0.02% 397
2013
Q2 		$540K Buy
+29,782
New +$567K 0.02% 416

Other funds holding SPXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return