AIM
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Acrospire Investment Management’s Spire SR Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-400
Closed -$28K – 1234
2017
Q2 		$28K Buy
+400
New +$27.9K 0.03% 1328
2017
Q1 		– Sell
-200
Closed -$13K – 2471
2016
Q4 		$13K Buy
+200
New +$12.6K 0.01% 1907
2016
Q2 		– Sell
-100
Closed -$7K – 2259
2016
Q1 		$7K Buy
+100
New +$6.37K ﹤0.01% 1820

Other funds holding SR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Acrospire Investment Management's SR Position: Q3 2017 in Review

Acrospire Investment Management sold out of Spire (SR) in Q3 2017, closing a stake of 400 shares — an estimated $28K sold.

Acrospire Investment Management first reported a position in SR in Q1 2016 and held it in 3 quarters. The position peaked at $28K in Q2 2017. 229 funds tracked by Wall St. Rank hold SR as of Q3 2017.

  • Acrospire Investment Management reported no remaining Spire position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Spire shares in Q3 2017, an estimated $28K.
  • Acrospire Investment Management first reported a position in Spire in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Spire position peaked at $28K in Q2 2017.
  • 229 funds tracked by Wall St. Rank held Spire as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.