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Armbruster Capital Management’s Spire SR Stock Holding History

Armbruster Capital 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
2018
Q2 		– Sell
-400
Closed -$29K – 182
2018
Q1 		$29K Hold
400
– – 0.01% 153
2017
Q4 		$30K Hold
400
– – 0.01% 156
2017
Q3 		$30K Hold
400
– – 0.02% 151
2017
Q2 		$28K Hold
400
– – 0.02% 160
2017
Q1 		$27K Hold
400
– – 0.02% 166
2016
Q4 		$26K Sell
400
-200
-33% -$12.6K 0.02% 165
2016
Q3 		$38K Hold
600
– – 0.02% 139
2016
Q2 		$43K Hold
600
– – 0.03% 136
2016
Q1 		$41K Sell
600
-200
-25% -$12.7K 0.03% 140
2015
Q4 		$48K Buy
+800
New +$46.1K 0.04% 133

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American Century Companies
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Armbruster Capital Management's SR Position: Q2 2018 in Review

Armbruster Capital Management sold out of Spire (SR) in Q2 2018, closing a stake of 400 shares — an estimated $29K sold.

Armbruster Capital Management first reported a position in SR in Q4 2015 and held it in 10 quarters. The position peaked at $48K in Q4 2015. 269 funds tracked by Wall St. Rank hold SR as of Q2 2018.

  • Armbruster Capital Management reported no remaining Spire position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 400 Spire shares in Q2 2018, an estimated $29K.
  • Armbruster Capital Management first reported a position in Spire in Q4 2015 and held it in 10 quarters.
  • Armbruster Capital Management's Spire position peaked at $48K in Q4 2015.
  • 269 funds tracked by Wall St. Rank held Spire as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.