Tarbox Family Office’s Spire SR Stock Holding History

Tarbox Family Office’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 Q1	–	Sell	-27	Closed	-$2K	–	1307
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	851
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	783
2019 Q2	$2K	Buy	+27	New	+$2.26K	﹤0.01%	793

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

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

Tarbox Family Office's SR Position: Q1 2020 in Review

Tarbox Family Office sold out of Spire (SR) in Q1 2020, closing a stake of 27 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in SR in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 258 funds tracked by Wall St. Rank hold SR as of Q1 2020.

Tarbox Family Office reported no remaining Spire position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 27 Spire shares in Q1 2020, an estimated $2K.
Tarbox Family Office first reported a position in Spire in Q2 2019 and held it in 3 quarters.
Tarbox Family Office's Spire position peaked at $2K in Q4 2019.
258 funds tracked by Wall St. Rank held Spire as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.