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Lynch & Associates’s Spire SR Stock Holding History

Lynch & Associates’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
2017
Q1 		– Sell
-5,670
Closed -$366K – 101
2016
Q4 		$366K Sell
5,670
-75
-1% -$4.72K 0.15% 81
2016
Q3 		$366K Sell
5,745
-14
-0.2% -$936 0.16% 83
2016
Q2 		$408K Sell
5,759
-100
-2% -$6.57K 0.18% 80
2016
Q1 		$397K Sell
5,859
-100
-2% -$6.37K 0.19% 79
2015
Q4 		$354K Buy
5,959
+100
+2% +$5.76K 0.18% 82
2015
Q3 		$319K Buy
5,859
+225
+4% +$12K 0.18% 83
2015
Q2 		$293K Buy
5,634
+524
+10% +$27.3K 0.15% 87
2015
Q1 		$262K Buy
5,110
+1,295
+34% +$67.9K 0.14% 90
2014
Q4 		$203K Sell
3,815
-1,155
-23% -$58.1K 0.11% 92
2014
Q3 		$231K Buy
+4,970
New +$238K 0.13% 87

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Lynch & Associates's SR Position: Q1 2017 in Review

Lynch & Associates sold out of Spire (SR) in Q1 2017, closing a stake of 5,670 shares — an estimated $366K sold.

Lynch & Associates first reported a position in SR in Q3 2014 and held it in 10 quarters. The position peaked at $408K in Q2 2016. 233 funds tracked by Wall St. Rank hold SR as of Q1 2017.

  • Lynch & Associates reported no remaining Spire position as of Q1 2017 after selling out during the quarter.
  • Lynch & Associates sold 5,670 Spire shares in Q1 2017, an estimated $366K.
  • Lynch & Associates first reported a position in Spire in Q3 2014 and held it in 10 quarters.
  • Lynch & Associates's Spire position peaked at $408K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Spire as of Q1 2017.

Based on Lynch & Associates's 13F filing for Q1 2017, filed 10 Apr 2017.