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OneDigital Investment Advisors’s Spire SR Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-504
Closed -$42K – 1073
2019
Q2 		$42K Buy
504
+1
+0.2% +$84 ﹤0.01% 603
2019
Q1 		$41K Buy
503
+1
+0.2% +$78 0.01% 534
2018
Q4 		$37K Buy
+502
New +$38K 0.01% 518
2018
Q3 		– Sell
-500
Closed -$35K – 1215
2018
Q2 		$35K Buy
500
+1
+0.2% +$71 0.01% 609
2018
Q1 		$36K Buy
499
+1
+0.2% +$68 0.01% 612
2017
Q4 		$37K Buy
498
+1
+0.2% +$78 ﹤0.01% 594
2017
Q3 		$37K Buy
497
+1
+0.2% +$74 0.01% 461
2017
Q2 		$35K Buy
+496
New +$34.7K 0.01% 567

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

OneDigital Investment Advisors's SR Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Spire (SR) in Q3 2019, closing a stake of 504 shares — an estimated $42K sold.

OneDigital Investment Advisors first reported a position in SR in Q2 2017 and held it in 8 quarters. The position peaked at $42K in Q2 2019. 269 funds tracked by Wall St. Rank hold SR as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Spire position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 504 Spire shares in Q3 2019, an estimated $42K.
  • OneDigital Investment Advisors first reported a position in Spire in Q2 2017 and held it in 8 quarters.
  • OneDigital Investment Advisors's Spire position peaked at $42K in Q2 2019.
  • 269 funds tracked by Wall St. Rank held Spire as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.