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Everence Capital Management’s Spire SR Stock Holding History

Everence Capital 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
2019
Q1 		– Sell
-4,780
Closed -$354K – 646
2018
Q4 		$354K Hold
4,780
– – 0.08% 251
2018
Q3 		$352K Sell
4,780
-780
-14% -$57.7K 0.07% 289
2018
Q2 		$393K Hold
5,560
– – 0.08% 262
2018
Q1 		$402K Buy
5,560
+1,970
+55% +$134K 0.09% 252
2017
Q4 		$270K Hold
3,590
– – 0.06% 326
2017
Q3 		$268K Hold
3,590
– – 0.06% 303
2017
Q2 		$250K Hold
3,590
– – 0.06% 311
2017
Q1 		$242K Buy
+3,590
New +$234K 0.06% 301

Other funds holding SR

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Everence Capital Management's SR Position: Q1 2019 in Review

Everence Capital Management sold out of Spire (SR) in Q1 2019, closing a stake of 4,780 shares — an estimated $354K sold.

Everence Capital Management first reported a position in SR in Q1 2017 and held it in 8 quarters. The position peaked at $402K in Q1 2018. 277 funds tracked by Wall St. Rank hold SR as of Q1 2019.

  • Everence Capital Management reported no remaining Spire position as of Q1 2019 after selling out during the quarter.
  • Everence Capital Management sold 4,780 Spire shares in Q1 2019, an estimated $354K.
  • Everence Capital Management first reported a position in Spire in Q1 2017 and held it in 8 quarters.
  • Everence Capital Management's Spire position peaked at $402K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Spire as of Q1 2019.

Based on Everence Capital Management's 13F filing for Q1 2019, filed 6 May 2019.