1834 Investment Advisors’s Spire SR Stock Holding History

1834 Investment Advisors’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$15K	–	426
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	336
2018 Q3	$15K	Hold	200	–	–	﹤0.01%	342
2018 Q2	$14K	Hold	200	–	–	﹤0.01%	351
2018 Q1	$14K	Hold	200	–	–	﹤0.01%	366
2017 Q4	$15K	Buy	+200	New	+$15.5K	﹤0.01%	385

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

1834 Investment Advisors's SR Position: Q1 2019 in Review

1834 Investment Advisors sold out of Spire (SR) in Q1 2019, closing a stake of 200 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in SR in Q4 2017 and held it in 5 quarters. The position peaked at $15K in Q4 2018. 277 funds tracked by Wall St. Rank hold SR as of Q1 2019.

1834 Investment Advisors reported no remaining Spire position as of Q1 2019 after selling out during the quarter.
1834 Investment Advisors sold 200 Spire shares in Q1 2019, an estimated $15K.
1834 Investment Advisors first reported a position in Spire in Q4 2017 and held it in 5 quarters.
1834 Investment Advisors's Spire position peaked at $15K in Q4 2018.
277 funds tracked by Wall St. Rank held Spire as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.