Ropes Wealth Advisors’s Spire SR Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-204	Closed	-$15K	–	727
2017 Q4	$15K	Hold	204	–	–	﹤0.01%	485
2017 Q3	$15K	Buy	+204	New	+$15.1K	﹤0.01%	462

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

Ropes Wealth Advisors's SR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Spire (SR) in Q1 2018, closing a stake of 204 shares — an estimated $15K sold.

Ropes Wealth Advisors first reported a position in SR in Q3 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 254 funds tracked by Wall St. Rank hold SR as of Q1 2018.

Ropes Wealth Advisors reported no remaining Spire position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 204 Spire shares in Q1 2018, an estimated $15K.
Ropes Wealth Advisors first reported a position in Spire in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Spire position peaked at $15K in Q4 2017.
254 funds tracked by Wall St. Rank held Spire as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.