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Plante Moran Financial Advisors’s SPX Corp SPXC Stock Holding History

Plante Moran Financial Advisors’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
2019
Q1 		– Sell
-56
Closed -$2K – 923
2018
Q4 		$2K Buy
+56
New +$1.64K ﹤0.01% 744
2018
Q1 		– Sell
-188
Closed -$6K – 1008
2017
Q4 		$6K Hold
188
– – ﹤0.01% 684
2017
Q3 		$6K Sell
188
-252
-57% -$6.62K ﹤0.01% 633
2017
Q2 		$11K Buy
+440
New +$11K 0.01% 546

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Plante Moran Financial Advisors's SPXC Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of SPX Corp (SPXC) in Q1 2019, closing a stake of 56 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SPXC in Q2 2017 and held it in 4 quarters. The position peaked at $11K in Q2 2017. 220 funds tracked by Wall St. Rank hold SPXC as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining SPX Corp position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 56 SPX Corp shares in Q1 2019, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in SPX Corp in Q2 2017 and held it in 4 quarters.
  • Plante Moran Financial Advisors's SPX Corp position peaked at $11K in Q2 2017.
  • 220 funds tracked by Wall St. Rank held SPX Corp as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.