Welch & Forbes’s SPX Corp SPXC Stock Holding History

Welch & Forbes’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
2015 Q1	–	Sell	-15,844	Closed	-$342K	–	346
2014 Q4	$342K	Buy	15,844 +198	+1%	+$4.43K	0.01%	289
2014 Q3	$371K	Buy	+15,646	New	+$406K	0.01%	280

Other funds holding SPXC

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

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

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

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

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

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Welch & Forbes's SPXC Position: Q1 2015 in Review

Welch & Forbes sold out of SPX Corp (SPXC) in Q1 2015, closing a stake of 15,844 shares — an estimated $342K sold.

Welch & Forbes first reported a position in SPXC in Q3 2014 and held it in 2 quarters. The position peaked at $371K in Q3 2014. 273 funds tracked by Wall St. Rank hold SPXC as of Q1 2015.

Welch & Forbes reported no remaining SPX Corp position as of Q1 2015 after selling out during the quarter.
Welch & Forbes sold 15,844 SPX Corp shares in Q1 2015, an estimated $342K.
Welch & Forbes first reported a position in SPX Corp in Q3 2014 and held it in 2 quarters.
Welch & Forbes's SPX Corp position peaked at $371K in Q3 2014.
273 funds tracked by Wall St. Rank held SPX Corp as of Q1 2015.

Based on Welch & Forbes's 13F filing for Q1 2015, filed 30 Apr 2015.