CMBA
SR icon

C.M. Bidwell & Associates’s Spire SR Stock Holding History

C.M. Bidwell & Associates’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
2015
Q3 		– Sell
-9,745
Closed -$507K – 277
2015
Q2 		$507K Buy
+9,745
New +$509K 0.11% 108
2013
Q4 		– Sell
-2,085
Closed -$94K – 249
2013
Q3 		$94K Hold
2,085
– – 0.03% 200
2013
Q2 		$95.2K Buy
+2,085
New +$94.9K 0.03% 193

Other funds holding SR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return