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Patriot Financial Group Insurance Agency’s Spire SR Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q1 		– Sell
-12
Closed -$1K – 986
2017
Q4 		$1K Sell
12
-29
-71% -$2.25K ﹤0.01% 918
2017
Q3 		$3K Sell
41
-38
-48% -$2.82K ﹤0.01% 800
2017
Q2 		$5K Sell
79
-3,198
-98% -$223K 0.01% 687
2017
Q1 		$223K Buy
3,277
+255
+8% +$16.6K 0.24% 78
2016
Q4 		$195K Buy
+3,022
New +$190K 0.27% 80

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Patriot Financial Group Insurance Agency's SR Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Spire (SR) in Q1 2018, closing a stake of 12 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SR in Q4 2016 and held it in 5 quarters. The position peaked at $223K in Q1 2017. 254 funds tracked by Wall St. Rank hold SR as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Spire position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 Spire shares in Q1 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Spire in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Spire position peaked at $223K in Q1 2017.
  • 254 funds tracked by Wall St. Rank held Spire as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.