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Westwood Holdings Group’s SPX Corp SPXC Stock Holding History

Westwood Holdings Group’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
2014
Q4 		– Sell
-115,953
Closed -$2.74M – 327
2014
Q3 		$2.74M Hold
115,953
– – 0.02% 273
2014
Q2 		$3.16M Buy
115,953
+54,005
+87% +$1.4M 0.02% 248
2014
Q1 		$1.53M Hold
61,948
– – 0.01% 266
2013
Q4 		$1.55M Hold
61,948
– – 0.01% 263
2013
Q3 		$1.32M Buy
+61,948
New +$1.2M 0.01% 284

Other funds holding SPXC

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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

Westwood Holdings Group's SPXC Position: Q4 2014 in Review

Westwood Holdings Group sold out of SPX Corp (SPXC) in Q4 2014, closing a stake of 115,953 shares — an estimated $2.74M sold.

Westwood Holdings Group first reported a position in SPXC in Q3 2013 and held it in 5 quarters. The position peaked at $3.16M in Q2 2014. 296 funds tracked by Wall St. Rank hold SPXC as of Q4 2014.

  • Westwood Holdings Group reported no remaining SPX Corp position as of Q4 2014 after selling out during the quarter.
  • Westwood Holdings Group sold 115,953 SPX Corp shares in Q4 2014, an estimated $2.74M.
  • Westwood Holdings Group first reported a position in SPX Corp in Q3 2013 and held it in 5 quarters.
  • Westwood Holdings Group's SPX Corp position peaked at $3.16M in Q2 2014.
  • 296 funds tracked by Wall St. Rank held SPX Corp as of Q4 2014.

Based on Westwood Holdings Group's 13F filing for Q4 2014, filed 17 Feb 2015.