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Relational Investors’s SPX Corp SPXC Stock Holding History

Relational Investors’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
Q4 		– Sell
-870,182
Closed -$10.4M – 5
2015
Q3 		$10.4M Sell
870,182
-4,444,763
-84% -$68.2M 1.23% 7
2015
Q2 		$96.9M Sell
5,314,945
-4,794,983
-47% -$93.5M 6.02% 6
2015
Q1 		$216M Sell
10,109,928
-6,923,760
-41% -$149M 9.1% 5
2014
Q4 		$369M Sell
17,033,688
-7,848,360
-32% -$175M 13.25% 3
2014
Q3 		$589M Hold
24,882,048
– – 14.49% 2
2014
Q2 		$678M Hold
24,882,048
– – 10.31% 2
2014
Q1 		$616M Sell
24,882,048
-3,054,378
-11% -$78.3M 9.86% 2
2013
Q4 		$701M Hold
27,936,426
– – 11.98% 2
2013
Q3 		$595M Buy
27,936,426
+1,546,387
+6% +$30.1M 9.96% 3
2013
Q2 		$478M Buy
+26,390,039
New +$503M 8.52% 4

Other funds holding SPXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Relational Investors's SPXC Position: Q4 2015 in Review

Relational Investors sold out of SPX Corp (SPXC) in Q4 2015, closing a stake of 870,182 shares — an estimated $10.4M sold.

Relational Investors first reported a position in SPXC in Q2 2013 and held it in 10 quarters. The position peaked at $701M in Q4 2013. 188 funds tracked by Wall St. Rank hold SPXC as of Q4 2015.

  • Relational Investors reported no remaining SPX Corp position as of Q4 2015 after selling out during the quarter.
  • Relational Investors sold 870,182 SPX Corp shares in Q4 2015, an estimated $10.4M.
  • Relational Investors first reported a position in SPX Corp in Q2 2013 and held it in 10 quarters.
  • Relational Investors's SPX Corp position peaked at $701M in Q4 2013.
  • 188 funds tracked by Wall St. Rank held SPX Corp as of Q4 2015.

Based on Relational Investors's 13F filing for Q4 2015.