SWP
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Stratos Wealth Partners’s SPX Corp SPXC Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-245
Closed -$8K – 2275
2018
Q3 		$8K Buy
+245
New +$8.63K ﹤0.01% 2285
2018
Q2 		– Sell
-46
Closed -$1K – 2355
2018
Q1 		$1K Hold
46
– – ﹤0.01% 3035
2017
Q4 		$1K Buy
+46
New +$1.4K ﹤0.01% 2745
2017
Q3 		– Sell
-26,958
Closed -$678K – 958
2017
Q2 		$678K Hold
26,958
– – 0.04% 377
2017
Q1 		$654K Buy
+26,958
New +$668K 0.04% 359
2016
Q4 		– Sell
-26,300
Closed -$530K – 775
2016
Q3 		$530K Buy
+26,300
New +$466K 0.04% 350

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T 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 $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return