Cetera Advisors’s Spire SR Stock Holding History

Cetera Advisors’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
2017 Q2	–	Sell	-4,956	Closed	-$340K	–	862
2017 Q1	$340K	Buy	4,956 +122	+3%	+$7.94K	0.02%	545
2016 Q4	$311K	Buy	+4,834	New	+$304K	0.02%	518

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cetera Advisors's SR Position: Q2 2017 in Review

Cetera Advisors sold out of Spire (SR) in Q2 2017, closing a stake of 4,956 shares — an estimated $340K sold.

Cetera Advisors first reported a position in SR in Q4 2016 and held it in 2 quarters. The position peaked at $340K in Q1 2017. 227 funds tracked by Wall St. Rank hold SR as of Q2 2017.

Cetera Advisors reported no remaining Spire position as of Q2 2017 after selling out during the quarter.
Cetera Advisors sold 4,956 Spire shares in Q2 2017, an estimated $340K.
Cetera Advisors first reported a position in Spire in Q4 2016 and held it in 2 quarters.
Cetera Advisors's Spire position peaked at $340K in Q1 2017.
227 funds tracked by Wall St. Rank held Spire as of Q2 2017.

Based on Cetera Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.