Three Peaks Capital Management’s SPX Corp SPXC Stock Holding History

Three Peaks Capital 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
2014 Q4	–	Sell	-50,682	Closed	-$1.2M	–	66
2014 Q3	$1.2M	Buy	50,682 +8,613	+20%	+$224K	0.67%	57
2014 Q2	$1.15M	Buy	42,069 +2,220	+6%	+$57.7K	0.79%	45
2014 Q1	$987K	Sell	39,849 -26,133	-40%	-$670K	0.77%	46
2013 Q4	$1.66M	Buy	+65,982	New	+$1.52M	0.83%	45

Other funds holding SPXC

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Three Peaks Capital Management's SPXC Position: Q4 2014 in Review

Three Peaks Capital Management sold out of SPX Corp (SPXC) in Q4 2014, closing a stake of 50,682 shares — an estimated $1.2M sold.

Three Peaks Capital Management first reported a position in SPXC in Q4 2013 and held it in 4 quarters. The position peaked at $1.66M in Q4 2013. 296 funds tracked by Wall St. Rank hold SPXC as of Q4 2014.

Three Peaks Capital Management reported no remaining SPX Corp position as of Q4 2014 after selling out during the quarter.
Three Peaks Capital Management sold 50,682 SPX Corp shares in Q4 2014, an estimated $1.2M.
Three Peaks Capital Management first reported a position in SPX Corp in Q4 2013 and held it in 4 quarters.
Three Peaks Capital Management's SPX Corp position peaked at $1.66M in Q4 2013.
296 funds tracked by Wall St. Rank held SPX Corp as of Q4 2014.

Based on Three Peaks Capital Management's 13F filing for Q4 2014, filed 6 Feb 2015.