WP
SPR

WealthSource Partners’s Spirit AeroSystems SPR Stock Holding History

WealthSource Partners’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,523
Closed -$207K – 453
2019
Q3 		$207K Buy
+2,523
New +$198K 0.03% 406
2016
Q3 		– Sell
-5,419
Closed -$233K – 295
2016
Q2 		$233K Sell
5,419
-399
-7% -$18.4K 0.09% 215
2016
Q1 		$264K Buy
+5,818
New +$265K 0.11% 176

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

WealthSource Partners's SPR Position: Q4 2019 in Review

WealthSource Partners sold out of Spirit AeroSystems (SPR) in Q4 2019, closing a stake of 2,523 shares — an estimated $207K sold.

WealthSource Partners first reported a position in SPR in Q1 2016 and held it in 3 quarters. The position peaked at $264K in Q1 2016. 438 funds tracked by Wall St. Rank hold SPR as of Q4 2019.

  • WealthSource Partners reported no remaining Spirit AeroSystems position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 2,523 Spirit AeroSystems shares in Q4 2019, an estimated $207K.
  • WealthSource Partners first reported a position in Spirit AeroSystems in Q1 2016 and held it in 3 quarters.
  • WealthSource Partners's Spirit AeroSystems position peaked at $264K in Q1 2016.
  • 438 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.