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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 – 2274
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 $6.73T AUM 46.02% 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 $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Stratos Wealth Partners's SPXC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of SPX Corp (SPXC) in Q4 2018, closing a stake of 245 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in SPXC in Q3 2016 and held it in 6 quarters. The position peaked at $678K in Q2 2017. 197 funds tracked by Wall St. Rank hold SPXC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining SPX Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 245 SPX Corp shares in Q4 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in SPX Corp in Q3 2016 and held it in 6 quarters.
  • Stratos Wealth Partners's SPX Corp position peaked at $678K in Q2 2017.
  • 197 funds tracked by Wall St. Rank held SPX Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.