HIM
SR icon

Hillsdale Investment Management’s Spire SR Stock Holding History

Hillsdale 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
2020
Q3 		– Sell
-9,500
Closed -$624K – 652
2020
Q2 		$624K Buy
+9,500
New +$677K 0.06% 284

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Hillsdale Investment Management's SR Position: Q3 2020 in Review

Hillsdale Investment Management sold out of Spire (SR) in Q3 2020, closing a stake of 9,500 shares — an estimated $624K sold.

Hillsdale Investment Management first reported a position in SR in Q2 2020 and held it in 1 quarter. The position peaked at $624K in Q2 2020. 272 funds tracked by Wall St. Rank hold SR as of Q3 2020.

  • Hillsdale Investment Management reported no remaining Spire position as of Q3 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 9,500 Spire shares in Q3 2020, an estimated $624K.
  • Hillsdale Investment Management first reported a position in Spire in Q2 2020 and held it in 1 quarter.
  • Hillsdale Investment Management's Spire position peaked at $624K in Q2 2020.
  • 272 funds tracked by Wall St. Rank held Spire as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.