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WFG Advisors’s SPX Corp SPXC Stock Holding History

WFG Advisors’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
2017
Q2 		$2.11M Buy
83,933
+16,398
+24% +$409K 0.48% 47
2017
Q1 		$1.64M Sell
67,535
-13,993
-17% -$347K 0.44% 54
2016
Q4 		$1.93M Sell
81,528
-6,002
-7% -$132K 0.47% 49
2016
Q3 		$1.76M Sell
87,530
-4,277
-5% -$75.8K 0.44% 56
2016
Q2 		$1.36M Buy
91,807
+27,663
+43% +$439K 0.36% 68
2016
Q1 		$963K Buy
64,144
+15,116
+31% +$162K 0.28% 87
2015
Q4 		$457K Buy
+49,028
New +$533K 0.14% 176
2013
Q4 		– Sell
-48
Closed -$1K – 2308
2013
Q3 		$1K Hold
48
– – ﹤0.01% 2072
2013
Q2 		$1K Buy
+48
New +$914 ﹤0.01% 1987

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFG Advisors's SPXC Position: Q2 2017 in Review

WFG Advisors increased its SPX Corp (SPXC) stake by 24% in Q2 2017, buying an estimated $409K and bringing the position to 83,933 shares worth $2.11M. The position accounts for 0.48% of the portfolio, ranked #47.

WFG Advisors first reported a position in SPXC in Q2 2013 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold SPXC as of Q2 2017.

  • WFG Advisors held 83,933 shares of SPX Corp worth $2.11M as of Q2 2017.
  • WFG Advisors bought 16,398 SPX Corp shares in Q2 2017, an estimated $409K.
  • SPX Corp made up 0.48% of WFG Advisors's portfolio in Q2 2017, its #47 holding.
  • WFG Advisors first reported a position in SPX Corp in Q2 2013 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held SPX Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.