MUFG Americas’s Spire SR Stock Holding History

MUFG Americas’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	-700	Closed	-$45K	–	1178
2016 Q4	$45K	Hold	700	–	–	﹤0.01%	585
2016 Q3	$45K	Buy	+700	New	+$46.8K	﹤0.01%	598

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MUFG Americas's SR Position: Q1 2017 in Review

MUFG Americas sold out of Spire (SR) in Q1 2017, closing a stake of 700 shares — an estimated $45K sold.

MUFG Americas first reported a position in SR in Q3 2016 and held it in 2 quarters. The position peaked at $45K in Q4 2016. 233 funds tracked by Wall St. Rank hold SR as of Q1 2017.

MUFG Americas reported no remaining Spire position as of Q1 2017 after selling out during the quarter.
MUFG Americas sold 700 Spire shares in Q1 2017, an estimated $45K.
MUFG Americas first reported a position in Spire in Q3 2016 and held it in 2 quarters.
MUFG Americas's Spire position peaked at $45K in Q4 2016.
233 funds tracked by Wall St. Rank held Spire as of Q1 2017.

Based on MUFG Americas's 13F filing for Q1 2017, filed 4 May 2017.