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National Planning Corporation’s Spire SR Stock Holding History

National Planning Corporation’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
-1,420
Closed -$74.9K – 1862
2014
Q4 		$74.9K Buy
+1,420
New +$71.4K 0.01% 1058

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LM
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NIMC
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BIT
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Royal Bank of Canada
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Wellington Management Group
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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Planning Corporation's SR Position: Q1 2015 in Review

National Planning Corporation sold out of Spire (SR) in Q1 2015, closing a stake of 1,420 shares — an estimated $74.9K sold.

National Planning Corporation first reported a position in SR in Q4 2014 and held it in 1 quarter. The position peaked at $74.9K in Q4 2014. 201 funds tracked by Wall St. Rank hold SR as of Q1 2015.

  • National Planning Corporation reported no remaining Spire position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,420 Spire shares in Q1 2015, an estimated $74.9K.
  • National Planning Corporation first reported a position in Spire in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Spire position peaked at $74.9K in Q4 2014.
  • 201 funds tracked by Wall St. Rank held Spire as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.