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Systematic Financial Management’s SPX Corp SPXC Stock Holding History

Systematic Financial 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
Q4 		– Sell
-59,330
Closed -$1.74M – 664
2017
Q3 		$1.74M Sell
59,330
-4,635
-7% -$122K 0.04% 292
2017
Q2 		$1.61M Buy
+63,965
New +$1.6M 0.03% 495
2015
Q3 		– Sell
-135,975
Closed -$2.48M – 697
2015
Q2 		$2.48M Buy
135,975
+25,661
+23% +$501K 0.02% 474
2015
Q1 		$2.36M Buy
110,314
+2,223
+2% +$47.7K 0.02% 512
2014
Q4 		$2.34M Buy
+108,091
New +$2.42M 0.02% 443
2014
Q2 		– Sell
-1,395,906
Closed -$34.6M – 730
2014
Q1 		$34.6M Buy
1,395,906
+275,973
+25% +$7.08M 0.24% 105
2013
Q4 		$28.1M Buy
+1,119,933
New +$25.7M 0.21% 129
2013
Q3 		– Sell
-78,713
Closed -$1.43M – 698
2013
Q2 		$1.43M Buy
+78,713
New +$1.5M 0.01% 505

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
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Systematic Financial Management's SPXC Position: Q4 2017 in Review

Systematic Financial Management sold out of SPX Corp (SPXC) in Q4 2017, closing a stake of 59,330 shares — an estimated $1.74M sold.

Systematic Financial Management first reported a position in SPXC in Q2 2013 and held it in 8 quarters. The position peaked at $34.6M in Q1 2014. 216 funds tracked by Wall St. Rank hold SPXC as of Q4 2017.

  • Systematic Financial Management reported no remaining SPX Corp position as of Q4 2017 after selling out during the quarter.
  • Systematic Financial Management sold 59,330 SPX Corp shares in Q4 2017, an estimated $1.74M.
  • Systematic Financial Management first reported a position in SPX Corp in Q2 2013 and held it in 8 quarters.
  • Systematic Financial Management's SPX Corp position peaked at $34.6M in Q1 2014.
  • 216 funds tracked by Wall St. Rank held SPX Corp as of Q4 2017.

Based on Systematic Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.