ZIM
SPA

Zacks Investment Management’s Sparton SPA Stock Holding History

Zacks Investment Management’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,752
Closed -$209K – 778
2016
Q4 		$209K Buy
+8,752
New +$212K 0.01% 593
2015
Q1 		– Sell
-7,288
Closed -$207K – 752
2014
Q4 		$207K Buy
+7,288
New +$188K 0.01% 595

Other funds holding SPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TSP
Tappan Street Partners Chicago, Illinois $35.7M AUM 42.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zacks Investment Management's SPA Position: Q1 2017 in Review

Zacks Investment Management sold out of Sparton (SPA) in Q1 2017, closing a stake of 8,752 shares — an estimated $209K sold.

Zacks Investment Management first reported a position in SPA in Q4 2014 and held it in 2 quarters. The position peaked at $209K in Q4 2016. 92 funds tracked by Wall St. Rank hold SPA as of Q1 2017.

  • Zacks Investment Management reported no remaining Sparton position as of Q1 2017 after selling out during the quarter.
  • Zacks Investment Management sold 8,752 Sparton shares in Q1 2017, an estimated $209K.
  • Zacks Investment Management first reported a position in Sparton in Q4 2014 and held it in 2 quarters.
  • Zacks Investment Management's Sparton position peaked at $209K in Q4 2016.
  • 92 funds tracked by Wall St. Rank held Sparton as of Q1 2017.

Based on Zacks Investment Management's 13F filing for Q1 2017, filed 15 May 2017.