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Montage Investments’s Spire SR Stock Holding History

Montage Investments’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
2016
Q3 		$400K Buy
+6,282
New +$420K 0.22% 127

Other funds holding SR

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montage Investments's SR Position: Q3 2016 in Review

Montage Investments opened a new position in Spire (SR) in Q3 2016: 6,282 shares worth $400K. The stake represents 0.22% of the portfolio and ranks #127 among its holdings.

237 funds tracked by Wall St. Rank hold SR as of Q3 2016.

  • Montage Investments held 6,282 shares of Spire worth $400K as of Q3 2016.
  • Spire was a new Montage Investments position in Q3 2016.
  • Spire made up 0.22% of Montage Investments's portfolio in Q3 2016, its #127 holding.
  • 237 funds tracked by Wall St. Rank held Spire as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.