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Brinker Capital Investments’s Spire SR Stock Holding History

Brinker Capital Investments’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
-3,456
Closed -$222K – 1260
2020
Q4 		$222K Buy
+3,456
New +$211K ﹤0.01% 975
2020
Q1 		– Sell
-58
Closed -$5K – 691
2019
Q4 		$5K Buy
+58
New +$4.75K ﹤0.01% 670

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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brinker Capital Investments's SR Position: Q1 2021 in Review

Brinker Capital Investments sold out of Spire (SR) in Q1 2021, closing a stake of 3,456 shares — an estimated $222K sold.

Brinker Capital Investments first reported a position in SR in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Brinker Capital Investments reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 3,456 Spire shares in Q1 2021, an estimated $222K.
  • Brinker Capital Investments first reported a position in Spire in Q4 2019 and held it in 2 quarters.
  • Brinker Capital Investments's Spire position peaked at $222K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Brinker Capital Investments's 13F filing for Q1 2021, filed 12 May 2021.