Paulson Wealth Management’s Spire SR Stock Holding History

Paulson Wealth 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
2018 Q1	–	Sell	-33	Closed	-$2K	–	464
2017 Q4	$2K	Buy	+33	New	+$2.56K	﹤0.01%	560

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Paulson Wealth Management's SR Position: Q1 2018 in Review

Paulson Wealth Management sold out of Spire (SR) in Q1 2018, closing a stake of 33 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in SR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 254 funds tracked by Wall St. Rank hold SR as of Q1 2018.

Paulson Wealth Management reported no remaining Spire position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 33 Spire shares in Q1 2018, an estimated $2K.
Paulson Wealth Management first reported a position in Spire in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's Spire position peaked at $2K in Q4 2017.
254 funds tracked by Wall St. Rank held Spire as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.