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Sonora Investment Management’s Spire SR Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-25
Closed -$2K – 1878
2020
Q2 		$2K Buy
+25
New +$1.78K ﹤0.01% 1593
2015
Q4 		– Sell
-282
Closed -$14K – 1113
2015
Q3 		$14K Buy
+282
New +$15K ﹤0.01% 396

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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Sonora Investment Management's SR Position: Q3 2020 in Review

Sonora Investment Management sold out of Spire (SR) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in SR in Q3 2015 and held it in 2 quarters. The position peaked at $14K in Q3 2015. 272 funds tracked by Wall St. Rank hold SR as of Q3 2020.

  • Sonora Investment Management reported no remaining Spire position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 25 Spire shares in Q3 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Spire in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Spire position peaked at $14K in Q3 2015.
  • 272 funds tracked by Wall St. Rank held Spire as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.