Elite Wealth Management’s Spire SR Stock Holding History

Elite Wealth 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
2013 Q3	–	Sell	-18,797	Closed	-$858K	–	458
2013 Q2	$858K	Buy	+18,797	New	+$856K	1.26%	16

Other funds holding SR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Elite Wealth Management's SR Position: Q3 2013 in Review

Elite Wealth Management sold out of Spire (SR) in Q3 2013, closing a stake of 18,797 shares — an estimated $858K sold.

Elite Wealth Management first reported a position in SR in Q2 2013 and held it in 1 quarter. The position peaked at $858K in Q2 2013. 164 funds tracked by Wall St. Rank hold SR as of Q3 2013.

Elite Wealth Management reported no remaining Spire position as of Q3 2013 after selling out during the quarter.
Elite Wealth Management sold 18,797 Spire shares in Q3 2013, an estimated $858K.
Elite Wealth Management first reported a position in Spire in Q2 2013 and held it in 1 quarter.
Elite Wealth Management's Spire position peaked at $858K in Q2 2013.
164 funds tracked by Wall St. Rank held Spire as of Q3 2013.

Based on Elite Wealth Management's 13F filing for Q3 2013, filed 22 Nov 2016.