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Summit Global Investments’s Standex International SXI Stock Holding History

Summit Global Investments’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,700
Closed -$471K – 280
2017
Q1 		$471K Hold
4,700
– – 0.15% 142
2016
Q4 		$413K Buy
+4,700
New +$411K 0.15% 158

Other funds holding SXI

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Global Investments's SXI Position: Q2 2017 in Review

Summit Global Investments sold out of Standex International (SXI) in Q2 2017, closing a stake of 4,700 shares — an estimated $471K sold.

Summit Global Investments first reported a position in SXI in Q4 2016 and held it in 2 quarters. The position peaked at $471K in Q1 2017. 142 funds tracked by Wall St. Rank hold SXI as of Q2 2017.

  • Summit Global Investments reported no remaining Standex International position as of Q2 2017 after selling out during the quarter.
  • Summit Global Investments sold 4,700 Standex International shares in Q2 2017, an estimated $471K.
  • Summit Global Investments first reported a position in Standex International in Q4 2016 and held it in 2 quarters.
  • Summit Global Investments's Standex International position peaked at $471K in Q1 2017.
  • 142 funds tracked by Wall St. Rank held Standex International as of Q2 2017.

Based on Summit Global Investments's 13F filing for Q2 2017, filed 10 Aug 2017.