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Wealthspire Advisors (Maryland)’s SPX Corp SPXC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-253
Closed -$9K – 1795
2019
Q1 		$9K Hold
253
– – ﹤0.01% 1589
2018
Q4 		$7K Buy
253
+90
+55% +$2.63K ﹤0.01% 1613
2018
Q3 		$5K Hold
163
– – ﹤0.01% 1828
2018
Q2 		$6K Hold
163
– – ﹤0.01% 1735
2018
Q1 		$5K Sell
163
-9
-5% -$285 ﹤0.01% 1832
2017
Q4 		$5K Buy
172
+168
+4,200% +$5.09K ﹤0.01% 1848
2017
Q3 		$0 Buy
+4
New +$105 ﹤0.01% 2440

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPXC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SPX Corp (SPXC) in Q2 2019, closing a stake of 253 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in SPXC in Q3 2017 and held it in 7 quarters. The position peaked at $9K in Q1 2019. 211 funds tracked by Wall St. Rank hold SPXC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SPX Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 253 SPX Corp shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in SPX Corp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s SPX Corp position peaked at $9K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held SPX Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.