DIM
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DC Investments Management’s Spire SR Stock Holding History

DC Investments Management’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
2020
Q3 		– Sell
-4,563
Closed -$300K – 262
2020
Q2 		$300K Sell
4,563
-2,724
-37% -$194K 0.11% 215
2020
Q1 		$543K Buy
7,287
+812
+13% +$65.1K 0.44% 58
2019
Q4 		$539K Sell
6,475
-211
-3% -$17.3K 0.41% 92
2019
Q3 		$583K Buy
6,686
+1,262
+23% +$106K 0.34% 71
2019
Q2 		$455K Buy
5,424
+2,724
+101% +$228K 0.25% 172
2019
Q1 		$222K Hold
2,700
– – 0.14% 232
2018
Q4 		$200K Buy
+2,700
New +$204K 0.16% 226
2018
Q2 		– Sell
-9,892
Closed -$715K – 387
2018
Q1 		$715K Hold
9,892
– – 0.48% 73
2017
Q4 		$743K Buy
+9,892
New +$767K 0.31% 86

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

DC Investments Management's SR Position: Q3 2020 in Review

DC Investments Management sold out of Spire (SR) in Q3 2020, closing a stake of 4,563 shares — an estimated $300K sold.

DC Investments Management first reported a position in SR in Q4 2017 and held it in 9 quarters. The position peaked at $743K in Q4 2017. 271 funds tracked by Wall St. Rank hold SR as of Q3 2020.

  • DC Investments Management reported no remaining Spire position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 4,563 Spire shares in Q3 2020, an estimated $300K.
  • DC Investments Management first reported a position in Spire in Q4 2017 and held it in 9 quarters.
  • DC Investments Management's Spire position peaked at $743K in Q4 2017.
  • 271 funds tracked by Wall St. Rank held Spire as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.