APP
SR icon

Avantax Planning Partners’s Spire SR Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,700
Closed -$125K – 1064
2018
Q3 		$125K Buy
+1,700
New +$126K 0.01% 304
2018
Q2 		– Sell
-1,700
Closed -$123K – 1301
2018
Q1 		$123K Buy
+1,700
New +$116K 0.01% 372

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's SR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Spire (SR) in Q4 2018, closing a stake of 1,700 shares — an estimated $125K sold.

Avantax Planning Partners first reported a position in SR in Q1 2018 and held it in 2 quarters. The position peaked at $125K in Q3 2018. 250 funds tracked by Wall St. Rank hold SR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Spire position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,700 Spire shares in Q4 2018, an estimated $125K.
  • Avantax Planning Partners first reported a position in Spire in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Spire position peaked at $125K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Spire as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.