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Reilly Financial Advisors’s Standex International SXI Stock Holding History

Reilly Financial Advisors’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,219
Closed -$182K – 1419
2015
Q1 		$182K Hold
2,219
– – 0.03% 184
2014
Q4 		$171K Hold
2,219
– – 0.04% 146
2014
Q3 		$165K Hold
2,219
– – 0.04% 138
2014
Q2 		$167K Buy
+2,219
New +$152K 0.04% 132

Other funds holding SXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Reilly Financial Advisors's SXI Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Standex International (SXI) in Q2 2015, closing a stake of 2,219 shares — an estimated $182K sold.

Reilly Financial Advisors first reported a position in SXI in Q2 2014 and held it in 4 quarters. The position peaked at $182K in Q1 2015. 138 funds tracked by Wall St. Rank hold SXI as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Standex International position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,219 Standex International shares in Q2 2015, an estimated $182K.
  • Reilly Financial Advisors first reported a position in Standex International in Q2 2014 and held it in 4 quarters.
  • Reilly Financial Advisors's Standex International position peaked at $182K in Q1 2015.
  • 138 funds tracked by Wall St. Rank held Standex International as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.