WP
SXI icon

WealthPLAN Partners’s Standex International SXI Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-148
Closed -$12 – 1068
2016
Q2 		$12 Buy
+148
New +$12.1K ﹤0.01% 2519
2015
Q4 		$32 Buy
+382
New +$32.3K ﹤0.01% 1695

Other funds holding SXI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's SXI Position: Q3 2016 in Review

WealthPLAN Partners sold out of Standex International (SXI) in Q3 2016, closing a stake of 148 shares — an estimated $12 sold.

WealthPLAN Partners first reported a position in SXI in Q4 2015 and held it in 2 quarters. The position peaked at $32 in Q4 2015. 146 funds tracked by Wall St. Rank hold SXI as of Q3 2016.

  • WealthPLAN Partners reported no remaining Standex International position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 148 Standex International shares in Q3 2016, an estimated $12.
  • WealthPLAN Partners first reported a position in Standex International in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Standex International position peaked at $32 in Q4 2015.
  • 146 funds tracked by Wall St. Rank held Standex International as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.