LSV Asset Management
SR icon

LSV Asset Management’s Spire SR Stock Holding History

LSV 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
2015
Q1 		– Sell
-10,770
Closed -$572K – 924
2014
Q4 		$572K Hold
10,770
– – ﹤0.01% 743
2014
Q3 		$499K Hold
10,770
– – ﹤0.01% 749
2014
Q2 		$522K Buy
+10,770
New +$503K ﹤0.01% 736
2013
Q4 		– Sell
-400
Closed -$18K – 942
2013
Q3 		$18K Sell
400
-528,200
-100% -$23.9M ﹤0.01% 966
2013
Q2 		$24.1M Buy
+528,600
New +$24.1M 0.06% 219

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management's SR Position: Q1 2015 in Review

LSV Asset Management sold out of Spire (SR) in Q1 2015, closing a stake of 10,770 shares — an estimated $572K sold.

LSV Asset Management first reported a position in SR in Q2 2013 and held it in 5 quarters. The position peaked at $24.1M in Q2 2013. 201 funds tracked by Wall St. Rank hold SR as of Q1 2015.

  • LSV Asset Management reported no remaining Spire position as of Q1 2015 after selling out during the quarter.
  • LSV Asset Management sold 10,770 Spire shares in Q1 2015, an estimated $572K.
  • LSV Asset Management first reported a position in Spire in Q2 2013 and held it in 5 quarters.
  • LSV Asset Management's Spire position peaked at $24.1M in Q2 2013.
  • 201 funds tracked by Wall St. Rank held Spire as of Q1 2015.

Based on LSV Asset Management's 13F filing for Q1 2015, filed 6 May 2015.