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Whitener Capital Management’s SPX Corp SPXC Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-257
Closed -$10K – 385
2019
Q3 		$10K Buy
+257
New +$9.49K 0.01% 356

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Whitener Capital Management's SPXC Position: Q4 2019 in Review

Whitener Capital Management sold out of SPX Corp (SPXC) in Q4 2019, closing a stake of 257 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in SPXC in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 230 funds tracked by Wall St. Rank hold SPXC as of Q4 2019.

  • Whitener Capital Management reported no remaining SPX Corp position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 257 SPX Corp shares in Q4 2019, an estimated $10K.
  • Whitener Capital Management first reported a position in SPX Corp in Q3 2019 and held it in 1 quarter.
  • Whitener Capital Management's SPX Corp position peaked at $10K in Q3 2019.
  • 230 funds tracked by Wall St. Rank held SPX Corp as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.