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Wealthcare Advisory Partners’s SPX Corp SPXC Stock Holding History

Wealthcare Advisory 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
Q3 		– Sell
-1,750
Closed -$61K – 1298
2018
Q2 		$61K Hold
1,750
– – 0.01% 429
2018
Q1 		$57K Buy
+1,750
New +$55.4K 0.01% 375

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 $3.38T AUM 44.17% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealthcare Advisory Partners's SPXC Position: Q3 2018 in Review

Wealthcare Advisory Partners sold out of SPX Corp (SPXC) in Q3 2018, closing a stake of 1,750 shares — an estimated $61K sold.

Wealthcare Advisory Partners first reported a position in SPXC in Q1 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2018. 196 funds tracked by Wall St. Rank hold SPXC as of Q3 2018.

  • Wealthcare Advisory Partners reported no remaining SPX Corp position as of Q3 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,750 SPX Corp shares in Q3 2018, an estimated $61K.
  • Wealthcare Advisory Partners first reported a position in SPX Corp in Q1 2018 and held it in 2 quarters.
  • Wealthcare Advisory Partners's SPX Corp position peaked at $61K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held SPX Corp as of Q3 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2018, filed 14 Nov 2018.