Winslow Evans & Crocker’s SPX Corp SPXC Stock Holding History

Winslow Evans & Crocker’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
2016 Q4	–	Sell	-58	Closed	-$1.17K	–	1310
2016 Q3	$1.17K	Hold	58	–	–	﹤0.01%	1220
2016 Q2	$862	Hold	58	–	–	﹤0.01%	1218
2016 Q1	$871	Hold	58	–	–	﹤0.01%	1218
2015 Q4	$542	Hold	58	–	–	﹤0.01%	1317
2015 Q3	$692	Sell	58 -172	-75%	-$2.64K	﹤0.01%	1237
2015 Q2	$4.2K	Hold	230	–	–	﹤0.01%	1119
2015 Q1	$4.93K	Hold	230	–	–	﹤0.01%	1031
2014 Q4	$4.98K	Hold	230	–	–	﹤0.01%	1050
2014 Q3	$5.45K	Hold	230	–	–	﹤0.01%	1060
2014 Q2	$6.28K	Hold	230	–	–	﹤0.01%	971
2014 Q1	$5.7K	Hold	230	–	–	﹤0.01%	992
2013 Q4	$6K	Buy	+230	New	+$5.29K	﹤0.01%	1095

Other funds holding SPXC

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Winslow Evans & Crocker's SPXC Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of SPX Corp (SPXC) in Q4 2016, closing a stake of 58 shares — an estimated $1.17K sold.

Winslow Evans & Crocker first reported a position in SPXC in Q4 2013 and held it in 12 quarters. The position peaked at $6.28K in Q2 2014. 184 funds tracked by Wall St. Rank hold SPXC as of Q4 2016.

Winslow Evans & Crocker reported no remaining SPX Corp position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 58 SPX Corp shares in Q4 2016, an estimated $1.17K.
Winslow Evans & Crocker first reported a position in SPX Corp in Q4 2013 and held it in 12 quarters.
Winslow Evans & Crocker's SPX Corp position peaked at $6.28K in Q2 2014.
184 funds tracked by Wall St. Rank held SPX Corp as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.