Waverly Advisors’s Spire SR Stock Holding History

Waverly Advisors’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
2015 Q4	–	Sell	-359	Closed	-$20K	–	354
2015 Q3	$20K	Buy	+359	New	+$19.1K	0.01%	273

Other funds holding SR

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

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

VNIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Waverly Advisors's SR Position: Q4 2015 in Review

Waverly Advisors sold out of Spire (SR) in Q4 2015, closing a stake of 359 shares — an estimated $20K sold.

Waverly Advisors first reported a position in SR in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 223 funds tracked by Wall St. Rank hold SR as of Q4 2015.

Waverly Advisors reported no remaining Spire position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 359 Spire shares in Q4 2015, an estimated $20K.
Waverly Advisors first reported a position in Spire in Q3 2015 and held it in 1 quarter.
Waverly Advisors's Spire position peaked at $20K in Q3 2015.
223 funds tracked by Wall St. Rank held Spire as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.