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Archford Capital Strategies’s Spire SR Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-1,085
Closed -$73K – 561
2017
Q1 		$73K Buy
+1,085
New +$70.6K 0.03% 263
2015
Q1 		– Sell
-73
Closed -$4K – 779
2014
Q4 		$4K Buy
+73
New +$3.67K ﹤0.01% 419

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Archford Capital Strategies's SR Position: Q2 2017 in Review

Archford Capital Strategies sold out of Spire (SR) in Q2 2017, closing a stake of 1,085 shares — an estimated $73K sold.

Archford Capital Strategies first reported a position in SR in Q4 2014 and held it in 2 quarters. The position peaked at $73K in Q1 2017. 227 funds tracked by Wall St. Rank hold SR as of Q2 2017.

  • Archford Capital Strategies reported no remaining Spire position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 1,085 Spire shares in Q2 2017, an estimated $73K.
  • Archford Capital Strategies first reported a position in Spire in Q4 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Spire position peaked at $73K in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Spire as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.