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	–	1311
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

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

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return