MWM
SPR

MorganRosel Wealth Management’s Spirit AeroSystems SPR Stock Holding History

MorganRosel Wealth Management’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,065
Closed -$656K – 79
2019
Q2 		$656K Sell
8,065
-105
-1% -$8.85K 0.54% 47
2019
Q1 		$748K Buy
+8,170
New +$721K 0.63% 43

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MorganRosel Wealth Management's SPR Position: Q3 2019 in Review

MorganRosel Wealth Management sold out of Spirit AeroSystems (SPR) in Q3 2019, closing a stake of 8,065 shares — an estimated $656K sold.

MorganRosel Wealth Management first reported a position in SPR in Q1 2019 and held it in 2 quarters. The position peaked at $748K in Q1 2019. 430 funds tracked by Wall St. Rank hold SPR as of Q3 2019.

  • MorganRosel Wealth Management reported no remaining Spirit AeroSystems position as of Q3 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 8,065 Spirit AeroSystems shares in Q3 2019, an estimated $656K.
  • MorganRosel Wealth Management first reported a position in Spirit AeroSystems in Q1 2019 and held it in 2 quarters.
  • MorganRosel Wealth Management's Spirit AeroSystems position peaked at $748K in Q1 2019.
  • 430 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2019.

Based on MorganRosel Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.