TradeWorx’s SPX Corp SPXC Stock Holding History

TradeWorx’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 Q2	–	Sell	-14,014	Closed	-$347K	–	449
2014 Q1	$347K	Buy	+14,014	New	+$359K	0.3%	135
2013 Q3	–	Sell	-47,755	Closed	-$866K	–	590
2013 Q2	$866K	Buy	+47,755	New	+$910K	0.37%	70

Other funds holding SPXC

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

BFA

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TradeWorx's SPXC Position: Q2 2014 in Review

TradeWorx sold out of SPX Corp (SPXC) in Q2 2014, closing a stake of 14,014 shares — an estimated $347K sold.

TradeWorx first reported a position in SPXC in Q2 2013 and held it in 2 quarters. The position peaked at $866K in Q2 2013. 279 funds tracked by Wall St. Rank hold SPXC as of Q2 2014.

TradeWorx reported no remaining SPX Corp position as of Q2 2014 after selling out during the quarter.
TradeWorx sold 14,014 SPX Corp shares in Q2 2014, an estimated $347K.
TradeWorx first reported a position in SPX Corp in Q2 2013 and held it in 2 quarters.
TradeWorx's SPX Corp position peaked at $866K in Q2 2013.
279 funds tracked by Wall St. Rank held SPX Corp as of Q2 2014.

Based on TradeWorx's 13F filing for Q2 2014, filed 10 Jul 2014.