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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 $5.7T AUM 30.48% 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 $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return