EWM
SAVE

Edge Wealth Management’s Spirit Airlines, Inc. SAVE Stock Holding History

Edge Wealth Management’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-50
Closed -$2K – 495
2015
Q4 		$2K Sell
50
-900
-95% -$36.6K ﹤0.01% 402
2015
Q3 		$44K Buy
950
+375
+65% +$21K 0.02% 187
2015
Q2 		$36K Buy
+575
New +$39.2K 0.01% 210

Other funds holding SAVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Wealth Management's SAVE Position: Q1 2016 in Review

Edge Wealth Management sold out of Spirit Airlines, Inc. (SAVE) in Q1 2016, closing a stake of 50 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in SAVE in Q2 2015 and held it in 3 quarters. The position peaked at $44K in Q3 2015. 255 funds tracked by Wall St. Rank hold SAVE as of Q1 2016.

  • Edge Wealth Management reported no remaining Spirit Airlines, Inc. position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 50 Spirit Airlines, Inc. shares in Q1 2016, an estimated $2K.
  • Edge Wealth Management first reported a position in Spirit Airlines, Inc. in Q2 2015 and held it in 3 quarters.
  • Edge Wealth Management's Spirit Airlines, Inc. position peaked at $44K in Q3 2015.
  • 255 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.