WA
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Winfield Associates’s SPX Corp SPXC Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-180
Closed -$6K – 576
2017
Q4 		$6K Hold
180
– – ﹤0.01% 499
2017
Q3 		$5K Hold
180
– – ﹤0.01% 501
2017
Q2 		$5K Hold
180
– – ﹤0.01% 535
2017
Q1 		$4K Hold
180
– – ﹤0.01% 506
2016
Q4 		$4K Hold
180
– – ﹤0.01% 472
2016
Q3 		$4K Hold
180
– – ﹤0.01% 444
2016
Q2 		$3K Hold
180
– – ﹤0.01% 494
2016
Q1 		$3K Buy
+180
New +$1.92K ﹤0.01% 460

Other funds holding SPXC

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Vanguard Group
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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
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return