WFI
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West Family Investments’s SPX Corp SPXC Stock Holding History

West Family Investments’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
Q4 		– Sell
-355
Closed -$438K – 96
2018
Q3 		$438K Hold
355
– – 0.1% 77
2018
Q2 		$2.54M Buy
+355
New +$12K 0.63% 40
2017
Q1 		– Sell
-265
Closed -$25K – 109
2016
Q4 		$25K Sell
265
-3,250
-92% -$71.3K ﹤0.01% 109
2016
Q3 		$4.51M Hold
3,515
– – 0.84% 28
2016
Q2 		$16.7M Buy
3,515
+265
+8% +$4.2K 3.05% 7
2016
Q1 		$24M Buy
+3,250
New +$34.7K 3.93% 3
2014
Q3 		– Sell
-794
Closed -$237K – 108
2014
Q2 		$237K Buy
+794
New +$20.6K 0.05% 90

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SC
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RCAMU
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PCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return