WA
SNEX icon

WESPAC Advisors’s StoneX SNEX Stock Holding History

WESPAC Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-135,812
Closed -$552K – 134
2014
Q4 		$552K Buy
135,812
+44,702
+49% +$159K 0.39% 70
2014
Q3 		$312K Buy
+91,110
New +$343K 0.25% 99

Other funds holding SNEX

NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

WESPAC Advisors's SNEX Position: Q1 2015 in Review

WESPAC Advisors sold out of StoneX (SNEX) in Q1 2015, closing a stake of 135,812 shares — an estimated $552K sold.

WESPAC Advisors first reported a position in SNEX in Q3 2014 and held it in 2 quarters. The position peaked at $552K in Q4 2014. 114 funds tracked by Wall St. Rank hold SNEX as of Q1 2015.

  • WESPAC Advisors reported no remaining StoneX position as of Q1 2015 after selling out during the quarter.
  • WESPAC Advisors sold 135,812 StoneX shares in Q1 2015, an estimated $552K.
  • WESPAC Advisors first reported a position in StoneX in Q3 2014 and held it in 2 quarters.
  • WESPAC Advisors's StoneX position peaked at $552K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held StoneX as of Q1 2015.

Based on WESPAC Advisors's 13F filing for Q1 2015, filed 27 Apr 2015.