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Advisor Group’s Spire SR Stock Holding History

Advisor Group’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
Q4 		$335K Sell
4,044
-98
-2% -$8.03K ﹤0.01% 1965
2019
Q3 		$360K Buy
4,142
+110
+3% +$9.27K ﹤0.01% 1858
2019
Q2 		$339K Buy
4,032
+46
+1% +$3.85K ﹤0.01% 1902
2019
Q1 		$328K Buy
3,986
+676
+20% +$52.7K ﹤0.01% 1900
2018
Q4 		$246K Buy
3,310
+375
+13% +$28.4K ﹤0.01% 1941
2018
Q3 		$215K Buy
2,935
+85
+3% +$6.29K ﹤0.01% 2110
2018
Q2 		$202K Sell
2,850
-171
-6% -$12.1K ﹤0.01% 1971
2018
Q1 		$218K Buy
3,021
+386
+15% +$26.3K ﹤0.01% 1912
2017
Q4 		$198K Buy
2,635
+1,008
+62% +$78.2K ﹤0.01% 2016
2017
Q3 		$122K Sell
1,627
-520
-24% -$38.6K ﹤0.01% 2247
2017
Q2 		$149K Buy
2,147
+504
+31% +$35.2K ﹤0.01% 1999
2017
Q1 		$112K Buy
1,643
+354
+27% +$23K ﹤0.01% 2075
2016
Q4 		$84K Buy
1,289
+81
+7% +$5.09K ﹤0.01% 2201
2016
Q3 		$78K Buy
1,208
+72
+6% +$4.81K ﹤0.01% 2184
2016
Q2 		$79K Buy
+1,136
New +$74.7K ﹤0.01% 2096

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's SR Position: Q4 2019 in Review

Advisor Group reduced its Spire (SR) stake by 2.4% in Q4 2019, selling an estimated $8.03K and leaving 4,044 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Advisor Group first reported a position in SR in Q2 2016 and has held it in 15 quarters since. The position peaked at $360K in Q3 2019. 261 funds tracked by Wall St. Rank hold SR as of Q4 2019.

  • Advisor Group held 4,044 shares of Spire worth $335K as of Q4 2019.
  • Advisor Group sold 98 Spire shares in Q4 2019, an estimated $8.03K.
  • Spire made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1965 holding.
  • Advisor Group first reported a position in Spire in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Spire position peaked at $360K in Q3 2019.
  • 261 funds tracked by Wall St. Rank held Spire as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.