HL Financial Services’s Spire SR Stock Holding History

HL 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
2019 Q1	$965K	Sell	11,723 -144	-1%	-$11.2K	0.01%	381
2018 Q4	$879K	Sell	11,867 -140	-1%	-$10.6K	0.02%	382
2018 Q3	$883K	Sell	12,007 -9,782	-45%	-$723K	0.01%	405
2018 Q2	$1.54M	Buy	21,789 +3,497	+19%	+$247K	0.03%	308
2018 Q1	$1.32M	Buy	18,292 +12,476	+215%	+$850K	0.02%	312
2017 Q4	$437K	Buy	5,816 +3,000	+107%	+$233K	0.01%	451
2017 Q3	$210K	Buy	+2,816	New	+$209K	﹤0.01%	643
2016 Q2	–	Sell	-3,117	Closed	-$211K	–	676
2016 Q1	$211K	Buy	+3,117	New	+$199K	0.01%	615

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return