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WFG Advisors’s Spire SR Stock Holding History

WFG 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
2017
Q2 		$17K Hold
250
– – ﹤0.01% 992
2017
Q1 		$17K Sell
250
-1,600
-86% -$104K ﹤0.01% 928
2016
Q4 		$119K Hold
1,850
– – 0.03% 479
2016
Q3 		$118K Buy
+1,850
New +$124K 0.03% 481

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 $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WFG Advisors's SR Position: Q2 2017 in Review

WFG Advisors held its Spire (SR) position steady in Q2 2017 at 250 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

WFG Advisors first reported a position in SR in Q3 2016 and has held it in 4 quarters since. The position peaked at $119K in Q4 2016. 227 funds tracked by Wall St. Rank hold SR as of Q2 2017.

  • WFG Advisors held 250 shares of Spire worth $17K as of Q2 2017.
  • WFG Advisors left its Spire share count unchanged in Q2 2017.
  • Spire made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #992 holding.
  • WFG Advisors first reported a position in Spire in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's Spire position peaked at $119K in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Spire as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.