WCM
SR icon

Windsor Capital Management’s Spire SR Stock Holding History

Windsor Capital Management’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 		– Sell
-9,597
Closed -$647K – 111
2017
Q1 		$647K Buy
9,597
+461
+5% +$30K 0.34% 62
2016
Q4 		$589K Buy
+9,136
New +$575K 0.32% 68

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Windsor Capital Management's SR Position: Q2 2017 in Review

Windsor Capital Management sold out of Spire (SR) in Q2 2017, closing a stake of 9,597 shares — an estimated $647K sold.

Windsor Capital Management first reported a position in SR in Q4 2016 and held it in 2 quarters. The position peaked at $647K in Q1 2017. 227 funds tracked by Wall St. Rank hold SR as of Q2 2017.

  • Windsor Capital Management reported no remaining Spire position as of Q2 2017 after selling out during the quarter.
  • Windsor Capital Management sold 9,597 Spire shares in Q2 2017, an estimated $647K.
  • Windsor Capital Management first reported a position in Spire in Q4 2016 and held it in 2 quarters.
  • Windsor Capital Management's Spire position peaked at $647K in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Spire as of Q2 2017.

Based on Windsor Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.