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Symons Capital Management’s Spire SR Stock Holding History

Symons Capital 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
2016
Q1 		– Sell
-6,920
Closed -$411K – 66
2015
Q4 		$411K Sell
6,920
-160
-2% -$9.22K 0.1% 42
2015
Q3 		$386K Hold
7,080
– – 0.1% 39
2015
Q2 		$369K Sell
7,080
-90
-1% -$4.7K 0.09% 43
2015
Q1 		$367K Sell
7,170
-895
-11% -$46.9K 0.08% 51
2014
Q4 		$429K Sell
8,065
-1,185
-13% -$59.6K 0.1% 47
2014
Q3 		$429K Sell
9,250
-1,320
-12% -$63.3K 0.09% 50
2014
Q2 		$513K Sell
10,570
-470
-4% -$22K 0.11% 46
2014
Q1 		$521K Buy
+11,040
New +$502K 0.12% 47

Other funds holding SR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Symons Capital Management's SR Position: Q1 2016 in Review

Symons Capital Management sold out of Spire (SR) in Q1 2016, closing a stake of 6,920 shares — an estimated $411K sold.

Symons Capital Management first reported a position in SR in Q1 2014 and held it in 8 quarters. The position peaked at $521K in Q1 2014. 223 funds tracked by Wall St. Rank hold SR as of Q1 2016.

  • Symons Capital Management reported no remaining Spire position as of Q1 2016 after selling out during the quarter.
  • Symons Capital Management sold 6,920 Spire shares in Q1 2016, an estimated $411K.
  • Symons Capital Management first reported a position in Spire in Q1 2014 and held it in 8 quarters.
  • Symons Capital Management's Spire position peaked at $521K in Q1 2014.
  • 223 funds tracked by Wall St. Rank held Spire as of Q1 2016.

Based on Symons Capital Management's 13F filing for Q1 2016, filed 13 May 2016.