ST
SPXC icon

Stifel Trust’s SPX Corp SPXC Stock Holding History

Stifel Trust’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
2014
Q3 		$8K Hold
330
– – ﹤0.01% 444
2014
Q2 		$9K Hold
330
– – ﹤0.01% 379
2014
Q1 		$9K Hold
330
– – ﹤0.01% 404
2013
Q4 		$9K Hold
330
– – ﹤0.01% 394
2013
Q3 		$8K Hold
330
– – ﹤0.01% 402
2013
Q2 		$6K Buy
+330
New +$6.29K ﹤0.01% 414

Other funds holding SPXC

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Stifel Trust's SPXC Position: Q3 2014 in Review

Stifel Trust held its SPX Corp (SPXC) position steady in Q3 2014 at 330 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Stifel Trust first reported a position in SPXC in Q2 2013 and has held it in 6 quarters since. The position peaked at $9K in Q2 2014. 294 funds tracked by Wall St. Rank hold SPXC as of Q3 2014.

  • Stifel Trust held 330 shares of SPX Corp worth $8K as of Q3 2014.
  • Stifel Trust left its SPX Corp share count unchanged in Q3 2014.
  • SPX Corp made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #444 holding.
  • Stifel Trust first reported a position in SPX Corp in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's SPX Corp position peaked at $9K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held SPX Corp as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.