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American Investment Services’s Spire SR Stock Holding History

American Investment Services’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
2021
Q1 		– Sell
-5,603
Closed -$359K – 142
2020
Q4 		$359K Sell
5,603
-4,591
-45% -$280K 0.11% 94
2020
Q3 		$542K Hold
10,194
– – 0.18% 88
2020
Q2 		$670K Hold
10,194
– – 0.24% 71
2020
Q1 		$759K Hold
10,194
– – 0.29% 65
2019
Q4 		$849K Hold
10,194
– – 0.26% 69
2019
Q3 		$889K Hold
10,194
– – 0.28% 64
2019
Q2 		$855K Hold
10,194
– – 0.27% 64
2019
Q1 		$839K Buy
+10,194
New +$795K 0.27% 58

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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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Investment Services's SR Position: Q1 2021 in Review

American Investment Services sold out of Spire (SR) in Q1 2021, closing a stake of 5,603 shares — an estimated $359K sold.

American Investment Services first reported a position in SR in Q1 2019 and held it in 8 quarters. The position peaked at $889K in Q3 2019. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • American Investment Services reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • American Investment Services sold 5,603 Spire shares in Q1 2021, an estimated $359K.
  • American Investment Services first reported a position in Spire in Q1 2019 and held it in 8 quarters.
  • American Investment Services's Spire position peaked at $889K in Q3 2019.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.