Lebenthal Global Advisors’s Spire SR Stock Holding History

Lebenthal Global 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
2021 Q1	–	Sell	-700	Closed	-$44K	–	491
2020 Q4	$44K	Buy	+700	New	+$42.7K	0.03%	275

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

DPIM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lebenthal Global Advisors's SR Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Spire (SR) in Q1 2021, closing a stake of 700 shares — an estimated $44K sold.

Lebenthal Global Advisors first reported a position in SR in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

Lebenthal Global Advisors reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 700 Spire shares in Q1 2021, an estimated $44K.
Lebenthal Global Advisors first reported a position in Spire in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Spire position peaked at $44K in Q4 2020.
274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.