Wealthcare Advisory Partners’s Spire SR Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-188	Closed	-$14K	–	1207
2020 Q1	$14K	Hold	188	–	–	﹤0.01%	835
2019 Q4	$16K	Hold	188	–	–	﹤0.01%	827
2019 Q3	$16K	Hold	188	–	–	﹤0.01%	811
2019 Q2	$16K	Hold	188	–	–	﹤0.01%	786
2019 Q1	$15K	Hold	188	–	–	﹤0.01%	733
2018 Q4	$14K	Hold	188	–	–	﹤0.01%	715
2018 Q3	$14K	Hold	188	–	–	﹤0.01%	765
2018 Q2	$13K	Buy	+188	New	+$13.3K	﹤0.01%	772
2017 Q4	–	Sell	-18	Closed	-$1K	–	1173
2017 Q3	$1K	Buy	+18	New	+$1.33K	﹤0.01%	842

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's SR Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Spire (SR) in Q2 2020, closing a stake of 188 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in SR in Q3 2017 and held it in 9 quarters. The position peaked at $16K in Q4 2019. 273 funds tracked by Wall St. Rank hold SR as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Spire position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 188 Spire shares in Q2 2020, an estimated $14K.
Wealthcare Advisory Partners first reported a position in Spire in Q3 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Spire position peaked at $16K in Q4 2019.
273 funds tracked by Wall St. Rank held Spire as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.