Stephens Inc’s Spire SR Stock Holding History

Stephens Inc’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
2017 Q2	–	Sell	-37,424	Closed	-$2.53M	–	890
2017 Q1	$2.53M	Buy	37,424 +1,143	+3%	+$74.4K	0.09%	242
2016 Q4	$2.34M	Buy	+36,281	New	+$2.28M	0.1%	241

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Stephens Inc's SR Position: Q2 2017 in Review

Stephens Inc sold out of Spire (SR) in Q2 2017, closing a stake of 37,424 shares — an estimated $2.53M sold.

Stephens Inc first reported a position in SR in Q4 2016 and held it in 2 quarters. The position peaked at $2.53M in Q1 2017. 227 funds tracked by Wall St. Rank hold SR as of Q2 2017.

Stephens Inc reported no remaining Spire position as of Q2 2017 after selling out during the quarter.
Stephens Inc sold 37,424 Spire shares in Q2 2017, an estimated $2.53M.
Stephens Inc first reported a position in Spire in Q4 2016 and held it in 2 quarters.
Stephens Inc's Spire position peaked at $2.53M in Q1 2017.
227 funds tracked by Wall St. Rank held Spire as of Q2 2017.

Based on Stephens Inc's 13F filing for Q2 2017, filed 10 Aug 2017.