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Wealthfront’s Spire SR Stock Holding History

Wealthfront’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
-203
Closed -$11K – 942
2015
Q3 		$11K Buy
203
+40
+25% +$2.13K ﹤0.01% 936
2015
Q2 		$8K Buy
163
+140
+609% +$7.31K ﹤0.01% 922
2015
Q1 		$1K Buy
23
+22
+2,200% +$1.15K ﹤0.01% 1137
2014
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 959

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 $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthfront's SR Position: Q4 2015 in Review

Wealthfront sold out of Spire (SR) in Q4 2015, closing a stake of 203 shares — an estimated $11K sold.

Wealthfront first reported a position in SR in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 224 funds tracked by Wall St. Rank hold SR as of Q4 2015.

  • Wealthfront reported no remaining Spire position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 203 Spire shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Spire in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Spire position peaked at $11K in Q3 2015.
  • 224 funds tracked by Wall St. Rank held Spire as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.