IA
SPA

IFP Advisors’s Sparton SPA Stock Holding History

IFP Advisors’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-400
Closed -$9K – 4282
2017
Q3 		$9K Hold
400
– – ﹤0.01% 3115
2017
Q2 		$9K Hold
400
– – ﹤0.01% 3129
2017
Q1 		$8K Hold
400
– – ﹤0.01% 3085
2016
Q4 		$10K Hold
400
– – ﹤0.01% 2940
2016
Q3 		$11K Hold
400
– – ﹤0.01% 2799
2016
Q2 		$9K Buy
+400
New +$7.93K ﹤0.01% 2835
2016
Q1 		– Sell
-400
Closed -$8K – 3861
2015
Q4 		$8K Buy
+400
New +$8.89K ﹤0.01% 2726

Other funds holding SPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

IFP Advisors's SPA Position: Q4 2017 in Review

IFP Advisors sold out of Sparton (SPA) in Q4 2017, closing a stake of 400 shares — an estimated $9K sold.

IFP Advisors first reported a position in SPA in Q4 2015 and held it in 7 quarters. The position peaked at $11K in Q3 2016. 78 funds tracked by Wall St. Rank hold SPA as of Q4 2017.

  • IFP Advisors reported no remaining Sparton position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 400 Sparton shares in Q4 2017, an estimated $9K.
  • IFP Advisors first reported a position in Sparton in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Sparton position peaked at $11K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held Sparton as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.