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Paradigm Financial Advisors’s Spire SR Stock Holding History

Paradigm Financial 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
2017
Q1 		– Sell
-3,307
Closed -$213K – 111
2016
Q4 		$213K Sell
3,307
-3,288
-50% -$207K 0.12% 96
2016
Q3 		$420K Buy
+6,595
New +$441K 0.25% 60

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
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

Paradigm Financial Advisors's SR Position: Q1 2017 in Review

Paradigm Financial Advisors sold out of Spire (SR) in Q1 2017, closing a stake of 3,307 shares — an estimated $213K sold.

Paradigm Financial Advisors first reported a position in SR in Q3 2016 and held it in 2 quarters. The position peaked at $420K in Q3 2016. 233 funds tracked by Wall St. Rank hold SR as of Q1 2017.

  • Paradigm Financial Advisors reported no remaining Spire position as of Q1 2017 after selling out during the quarter.
  • Paradigm Financial Advisors sold 3,307 Spire shares in Q1 2017, an estimated $213K.
  • Paradigm Financial Advisors first reported a position in Spire in Q3 2016 and held it in 2 quarters.
  • Paradigm Financial Advisors's Spire position peaked at $420K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held Spire as of Q1 2017.

Based on Paradigm Financial Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.