GC
SR icon

Globeflex Capital’s Spire SR Stock Holding History

Globeflex Capital’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
Q1 		– Sell
-7,087
Closed -$377K – 592
2014
Q4 		$377K Sell
7,087
-8
-0.1% -$402 0.07% 313
2014
Q3 		$329K Buy
+7,095
New +$340K 0.04% 307
2014
Q1 		– Sell
-6,660
Closed -$303K – 678
2013
Q4 		$303K Sell
6,660
-1,189
-15% -$54.7K 0.04% 322
2013
Q3 		$353K Hold
7,849
– – 0.05% 305
2013
Q2 		$358K Buy
+7,849
New +$357K 0.05% 309

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return