WAS
SPXC icon

Winch Advisory Services’s SPX Corp SPXC Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-49,832
Closed -$1.36M – 257
2014
Q2 		$1.36M Buy
+49,832
New +$1.29M 0.8% 41

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Winch Advisory Services's SPXC Position: Q3 2014 in Review

Winch Advisory Services sold out of SPX Corp (SPXC) in Q3 2014, closing a stake of 49,832 shares — an estimated $1.36M sold.

Winch Advisory Services first reported a position in SPXC in Q2 2014 and held it in 1 quarter. The position peaked at $1.36M in Q2 2014. 295 funds tracked by Wall St. Rank hold SPXC as of Q3 2014.

  • Winch Advisory Services reported no remaining SPX Corp position as of Q3 2014 after selling out during the quarter.
  • Winch Advisory Services sold 49,832 SPX Corp shares in Q3 2014, an estimated $1.36M.
  • Winch Advisory Services first reported a position in SPX Corp in Q2 2014 and held it in 1 quarter.
  • Winch Advisory Services's SPX Corp position peaked at $1.36M in Q2 2014.
  • 295 funds tracked by Wall St. Rank held SPX Corp as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.