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Strategic Investment Management’s SPX Corp SPXC Stock Holding History

Strategic Investment Management’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
2017
Q1 		– Sell
-21,947
Closed -$520K – 72
2016
Q4 		$520K Hold
21,947
– – 0.05% 15
2016
Q3 		$442K Sell
21,947
-8,127
-27% -$144K 0.32% 18
2016
Q2 		$446K Buy
30,074
+8,628
+40% +$137K 0.23% 15
2016
Q1 		$322K Sell
21,446
-11,813
-36% -$126K 0.16% 40
2015
Q4 		$310K Buy
+33,259
New +$362K 0.17% 36

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Strategic Investment Management's SPXC Position: Q1 2017 in Review

Strategic Investment Management sold out of SPX Corp (SPXC) in Q1 2017, closing a stake of 21,947 shares — an estimated $520K sold.

Strategic Investment Management first reported a position in SPXC in Q4 2015 and held it in 5 quarters. The position peaked at $520K in Q4 2016. 184 funds tracked by Wall St. Rank hold SPXC as of Q1 2017.

  • Strategic Investment Management reported no remaining SPX Corp position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 21,947 SPX Corp shares in Q1 2017, an estimated $520K.
  • Strategic Investment Management first reported a position in SPX Corp in Q4 2015 and held it in 5 quarters.
  • Strategic Investment Management's SPX Corp position peaked at $520K in Q4 2016.
  • 184 funds tracked by Wall St. Rank held SPX Corp as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.