Squar Milner Financial Services’s SPX Corp SPXC Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,370	Closed	-$44K	–	641
2020 Q1	$44K	Sell	1,370 -3,692	-73%	-$166K	0.03%	370
2019 Q4	$257K	Buy	+5,062	New	+$231K	0.13%	162
2019 Q3	–	Sell	-5,086	Closed	-$168K	–	642
2019 Q2	$168K	Buy	5,086 +595	+13%	+$19.9K	0.11%	186
2019 Q1	$156K	Hold	4,491	–	–	0.12%	201
2018 Q4	$126K	Buy	4,491 +104	+2%	+$3.04K	0.12%	194
2018 Q3	$146K	Buy	4,387 +575	+15%	+$20.2K	0.13%	196
2018 Q2	$134K	Buy	+3,812	New	+$129K	0.12%	210

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's SPXC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of SPX Corp (SPXC) in Q2 2020, closing a stake of 1,370 shares — an estimated $44K sold.

Squar Milner Financial Services first reported a position in SPXC in Q2 2018 and held it in 7 quarters. The position peaked at $257K in Q4 2019. 224 funds tracked by Wall St. Rank hold SPXC as of Q2 2020.

Squar Milner Financial Services reported no remaining SPX Corp position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,370 SPX Corp shares in Q2 2020, an estimated $44K.
Squar Milner Financial Services first reported a position in SPX Corp in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's SPX Corp position peaked at $257K in Q4 2019.
224 funds tracked by Wall St. Rank held SPX Corp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.