FIM
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Freedom Investment Management’s Spire SR Stock Holding History

Freedom Investment 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
2016
Q1 		– Sell
-3,603
Closed -$214K – 885
2015
Q4 		$214K Buy
+3,603
New +$208K 0.02% 680
2015
Q3 		– Sell
-4,030
Closed -$210K – 729
2015
Q2 		$210K Buy
+4,030
New +$210K 0.02% 623

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Freedom Investment Management's SR Position: Q1 2016 in Review

Freedom Investment Management sold out of Spire (SR) in Q1 2016, closing a stake of 3,603 shares — an estimated $214K sold.

Freedom Investment Management first reported a position in SR in Q2 2015 and held it in 2 quarters. The position peaked at $214K in Q4 2015. 223 funds tracked by Wall St. Rank hold SR as of Q1 2016.

  • Freedom Investment Management reported no remaining Spire position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 3,603 Spire shares in Q1 2016, an estimated $214K.
  • Freedom Investment Management first reported a position in Spire in Q2 2015 and held it in 2 quarters.
  • Freedom Investment Management's Spire position peaked at $214K in Q4 2015.
  • 223 funds tracked by Wall St. Rank held Spire as of Q1 2016.

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