Rothschild & Co Wealth Management (UK)’s StoneX SNEX Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2019 Q3	–	Sell	-6,159	Closed	-$72K	–	62
2019 Q2	$72K	Buy	+6,159	New	+$68.9K	﹤0.01%	50
2018 Q1	–	Sell	-5,906	Closed	-$74K	–	42
2017 Q4	$74K	Hold	5,906	–	–	﹤0.01%	38
2017 Q3	$67K	Hold	5,906	–	–	﹤0.01%	39
2017 Q2	$66K	Hold	5,906	–	–	﹤0.01%	38
2017 Q1	$66K	Hold	5,906	–	–	﹤0.01%	40
2016 Q4	$69K	Hold	5,906	–	–	﹤0.01%	34
2016 Q3	$68K	Hold	5,906	–	–	﹤0.01%	36
2016 Q2	$48K	Hold	5,906	–	–	﹤0.01%	37
2016 Q1	$47K	Hold	5,906	–	–	﹤0.01%	36
2015 Q4	$59K	Hold	5,906	–	–	﹤0.01%	35
2015 Q3	$43K	Hold	5,906	–	–	﹤0.01%	36
2015 Q2	$58K	Hold	5,906	–	–	0.01%	44
2015 Q1	$52K	Hold	5,906	–	–	0.01%	69
2014 Q4	$36K	Hold	5,906	–	–	﹤0.01%	51
2014 Q3	$30K	Hold	5,906	–	–	﹤0.01%	53
2014 Q2	$35K	Hold	5,906	–	–	﹤0.01%	68
2014 Q1	$33K	Buy	+5,906	New	+$32.2K	﹤0.01%	60

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return