Calton & Associates’s Spire SR Stock Holding History

Calton & 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
2018 Q1	–	Sell	-548	Closed	-$37K	–	1153
2017 Q4	$37K	Buy	+548	New	+$42.5K	0.01%	753

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Calton & Associates's SR Position: Q1 2018 in Review

Calton & Associates sold out of Spire (SR) in Q1 2018, closing a stake of 548 shares — an estimated $37K sold.

Calton & Associates first reported a position in SR in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 254 funds tracked by Wall St. Rank hold SR as of Q1 2018.

Calton & Associates reported no remaining Spire position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 548 Spire shares in Q1 2018, an estimated $37K.
Calton & Associates first reported a position in Spire in Q4 2017 and held it in 1 quarter.
Calton & Associates's Spire position peaked at $37K in Q4 2017.
254 funds tracked by Wall St. Rank held Spire as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.