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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

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
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Winfield Associates's SPXC Position: Q1 2018 in Review

Winfield Associates sold out of SPX Corp (SPXC) in Q1 2018, closing a stake of 180 shares — an estimated $6K sold.

Winfield Associates first reported a position in SPXC in Q1 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 204 funds tracked by Wall St. Rank hold SPXC as of Q1 2018.

  • Winfield Associates reported no remaining SPX Corp position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 180 SPX Corp shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in SPX Corp in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's SPX Corp position peaked at $6K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held SPX Corp as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.