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JNBA Financial Advisors’s Spire SR Stock Holding History

JNBA Financial Advisors’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
Q2 		– Sell
-51
Closed -$4K – 581
2020
Q1 		$4K Hold
51
– – ﹤0.01% 470
2019
Q4 		$4K Buy
+51
New +$4.18K ﹤0.01% 514
2016
Q4 		– Sell
-62
Closed -$4K – 1222
2016
Q3 		$4K Buy
+62
New +$4.14K ﹤0.01% 1304

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JNBA Financial Advisors's SR Position: Q2 2020 in Review

JNBA Financial Advisors sold out of Spire (SR) in Q2 2020, closing a stake of 51 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in SR in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 272 funds tracked by Wall St. Rank hold SR as of Q2 2020.

  • JNBA Financial Advisors reported no remaining Spire position as of Q2 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 51 Spire shares in Q2 2020, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Spire in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Spire position peaked at $4K in Q1 2020.
  • 272 funds tracked by Wall St. Rank held Spire as of Q2 2020.

Based on JNBA Financial Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.