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Cornerstone Advisors (Washington)’s Spire SR Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-42
Closed -$4K – 1292
2019
Q2 		$4K Buy
42
+12
+40% +$1.01K ﹤0.01% 988
2019
Q1 		$2K Buy
30
+16
+114% +$1.25K ﹤0.01% 1050
2018
Q4 		$1K Hold
14
– – ﹤0.01% 1091
2018
Q3 		$1K Hold
14
– – ﹤0.01% 1125
2018
Q2 		$1K Hold
14
– – ﹤0.01% 1095
2018
Q1 		$1K Buy
+14
New +$954 ﹤0.01% 1078

Other funds holding SR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SR Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Spire (SR) in Q3 2019, closing a stake of 42 shares — an estimated $4K sold.

Cornerstone Advisors (Washington) first reported a position in SR in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 269 funds tracked by Wall St. Rank hold SR as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Spire position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 42 Spire shares in Q3 2019, an estimated $4K.
  • Cornerstone Advisors (Washington) first reported a position in Spire in Q1 2018 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s Spire position peaked at $4K in Q2 2019.
  • 269 funds tracked by Wall St. Rank held Spire as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.