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Waddell & Reed Financial’s Spire SR Stock Holding History

Waddell & Reed Financial’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
-118,100
Closed -$8.88M – 559
2017
Q4 		$8.88M Buy
118,100
+700
+0.6% +$54.3K 0.02% 442
2017
Q3 		$8.76M Buy
+117,400
New +$8.71M 0.02% 431

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Waddell & Reed Financial's SR Position: Q1 2018 in Review

Waddell & Reed Financial sold out of Spire (SR) in Q1 2018, closing a stake of 118,100 shares — an estimated $8.88M sold.

Waddell & Reed Financial first reported a position in SR in Q3 2017 and held it in 2 quarters. The position peaked at $8.88M in Q4 2017. 254 funds tracked by Wall St. Rank hold SR as of Q1 2018.

  • Waddell & Reed Financial reported no remaining Spire position as of Q1 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 118,100 Spire shares in Q1 2018, an estimated $8.88M.
  • Waddell & Reed Financial first reported a position in Spire in Q3 2017 and held it in 2 quarters.
  • Waddell & Reed Financial's Spire position peaked at $8.88M in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Spire as of Q1 2018.

Based on Waddell & Reed Financial's 13F filing for Q1 2018, filed 15 May 2018.