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Peachtree Investment Advisors’s Spire SR Stock Holding History

Peachtree 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
2015
Q3 		– Sell
-300
Closed -$16K – 230
2015
Q2 		$16K Hold
300
– – 0.01% 240
2015
Q1 		$15K Hold
300
– – 0.01% 252
2014
Q4 		$16K Hold
300
– – 0.01% 270
2014
Q3 		$14K Buy
+300
New +$14.4K 0.01% 283

Other funds holding SR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peachtree Investment Advisors's SR Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Spire (SR) in Q3 2015, closing a stake of 300 shares — an estimated $16K sold.

Peachtree Investment Advisors first reported a position in SR in Q3 2014 and held it in 4 quarters. The position peaked at $16K in Q2 2015. 223 funds tracked by Wall St. Rank hold SR as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Spire position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 300 Spire shares in Q3 2015, an estimated $16K.
  • Peachtree Investment Advisors first reported a position in Spire in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Spire position peaked at $16K in Q2 2015.
  • 223 funds tracked by Wall St. Rank held Spire as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.