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First Personal Financial Services’s Spire SR Stock Holding History

First Personal Financial Services’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
2015
Q4 		– Sell
-76
Closed -$5K – 483
2015
Q3 		$5K Hold
76
– – ﹤0.01% 329
2015
Q2 		$4K Hold
76
– – ﹤0.01% 344
2015
Q1 		$4K Hold
76
– – ﹤0.01% 355
2014
Q4 		$4K Buy
+76
New +$3.82K ﹤0.01% 315

Other funds holding SR

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Personal Financial Services's SR Position: Q4 2015 in Review

First Personal Financial Services sold out of Spire (SR) in Q4 2015, closing a stake of 76 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in SR in Q4 2014 and held it in 4 quarters. The position peaked at $5K in Q3 2015. 223 funds tracked by Wall St. Rank hold SR as of Q4 2015.

  • First Personal Financial Services reported no remaining Spire position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 76 Spire shares in Q4 2015, an estimated $5K.
  • First Personal Financial Services first reported a position in Spire in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Spire position peaked at $5K in Q3 2015.
  • 223 funds tracked by Wall St. Rank held Spire as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.