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PacWest Financial Management’s Spire SR Stock Holding History

PacWest Financial Management’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
2014
Q2 		– Sell
-5,000
Closed -$236K – 89
2014
Q1 		$236K Sell
5,000
-1,300
-21% -$59.1K 0.18% 83
2013
Q4 		$287K Buy
+6,300
New +$290K 0.09% 83

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PacWest Financial Management's SR Position: Q2 2014 in Review

PacWest Financial Management sold out of Spire (SR) in Q2 2014, closing a stake of 5,000 shares — an estimated $236K sold.

PacWest Financial Management first reported a position in SR in Q4 2013 and held it in 2 quarters. The position peaked at $287K in Q4 2013. 190 funds tracked by Wall St. Rank hold SR as of Q2 2014.

  • PacWest Financial Management reported no remaining Spire position as of Q2 2014 after selling out during the quarter.
  • PacWest Financial Management sold 5,000 Spire shares in Q2 2014, an estimated $236K.
  • PacWest Financial Management first reported a position in Spire in Q4 2013 and held it in 2 quarters.
  • PacWest Financial Management's Spire position peaked at $287K in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Spire as of Q2 2014.

Based on PacWest Financial Management's 13F filing for Q2 2014, filed 24 Jul 2014.