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Institutional & Family Asset Management’s Spire SR Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-127
Closed -$7K – 927
2020
Q3 		$7K Hold
127
– – ﹤0.01% 546
2020
Q2 		$8K Buy
+127
New +$9.05K ﹤0.01% 521

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Vanguard Group
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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Institutional & Family Asset Management's SR Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Spire (SR) in Q4 2020, closing a stake of 127 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in SR in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 127 Spire shares in Q4 2020, an estimated $7K.
  • Institutional & Family Asset Management first reported a position in Spire in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Spire position peaked at $8K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.