IWM
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IHT Wealth Management’s Spire SR Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-400
Closed -$29K – 1225
2018
Q1 		$29K Hold
400
– – 0.01% 853
2017
Q4 		$29K Sell
400
-100
-20% -$7.76K 0.01% 873
2017
Q3 		$38K Hold
500
– – 0.02% 602
2017
Q2 		$1K Hold
500
– – ﹤0.01% 1358
2017
Q1 		$34K Hold
500
– – 0.02% 522
2016
Q4 		$32K Buy
+500
New +$31.5K 0.02% 500

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IHT Wealth Management's SR Position: Q2 2018 in Review

IHT Wealth Management sold out of Spire (SR) in Q2 2018, closing a stake of 400 shares — an estimated $29K sold.

IHT Wealth Management first reported a position in SR in Q4 2016 and held it in 6 quarters. The position peaked at $38K in Q3 2017. 269 funds tracked by Wall St. Rank hold SR as of Q2 2018.

  • IHT Wealth Management reported no remaining Spire position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 400 Spire shares in Q2 2018, an estimated $29K.
  • IHT Wealth Management first reported a position in Spire in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Spire position peaked at $38K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held Spire as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.