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Private Wealth Partners’s Spire SR Stock Holding History

Private Wealth Partners’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
Q4 		– Sell
-10,000
Closed -$464K – 168
2014
Q3 		$464K Hold
10,000
– – 0.1% 129
2014
Q2 		$485K Buy
+10,000
New +$467K 0.11% 122

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NIMC
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Private Wealth Partners's SR Position: Q4 2014 in Review

Private Wealth Partners sold out of Spire (SR) in Q4 2014, closing a stake of 10,000 shares — an estimated $464K sold.

Private Wealth Partners first reported a position in SR in Q2 2014 and held it in 2 quarters. The position peaked at $485K in Q2 2014. 194 funds tracked by Wall St. Rank hold SR as of Q4 2014.

  • Private Wealth Partners reported no remaining Spire position as of Q4 2014 after selling out during the quarter.
  • Private Wealth Partners sold 10,000 Spire shares in Q4 2014, an estimated $464K.
  • Private Wealth Partners first reported a position in Spire in Q2 2014 and held it in 2 quarters.
  • Private Wealth Partners's Spire position peaked at $485K in Q2 2014.
  • 194 funds tracked by Wall St. Rank held Spire as of Q4 2014.

Based on Private Wealth Partners's 13F filing for Q4 2014, filed 23 Jan 2015.