JOYN Advisors’s Spire SR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-407	Closed	-$30K	–	1217
2018 Q4	$30K	Buy	407 +218	+115%	+$16.5K	0.01%	513
2018 Q3	$14K	Buy	189 +34	+22%	+$2.51K	﹤0.01%	821
2018 Q2	$11K	Buy	155 +136	+716%	+$9.59K	﹤0.01%	881
2018 Q1	$1K	Buy	+19	New	+$1.29K	﹤0.01%	1220

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

JOYN Advisors's SR Position: Q1 2019 in Review

JOYN Advisors sold out of Spire (SR) in Q1 2019, closing a stake of 407 shares — an estimated $30K sold.

JOYN Advisors first reported a position in SR in Q1 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2018. 277 funds tracked by Wall St. Rank hold SR as of Q1 2019.

JOYN Advisors reported no remaining Spire position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 407 Spire shares in Q1 2019, an estimated $30K.
JOYN Advisors first reported a position in Spire in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Spire position peaked at $30K in Q4 2018.
277 funds tracked by Wall St. Rank held Spire as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.