ZIM
SR icon

Zacks Investment Management’s Spire SR Stock Holding History

Zacks Investment 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
2016
Q1 		– Sell
-4,012
Closed -$238K – 680
2015
Q4 		$238K Buy
+4,012
New +$231K 0.01% 492
2014
Q4 		– Sell
-6,228
Closed -$289K – 747
2014
Q3 		$289K Buy
+6,228
New +$299K 0.01% 530

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's SR Position: Q1 2016 in Review

Zacks Investment Management sold out of Spire (SR) in Q1 2016, closing a stake of 4,012 shares — an estimated $238K sold.

Zacks Investment Management first reported a position in SR in Q3 2014 and held it in 2 quarters. The position peaked at $289K in Q3 2014. 224 funds tracked by Wall St. Rank hold SR as of Q1 2016.

  • Zacks Investment Management reported no remaining Spire position as of Q1 2016 after selling out during the quarter.
  • Zacks Investment Management sold 4,012 Spire shares in Q1 2016, an estimated $238K.
  • Zacks Investment Management first reported a position in Spire in Q3 2014 and held it in 2 quarters.
  • Zacks Investment Management's Spire position peaked at $289K in Q3 2014.
  • 224 funds tracked by Wall St. Rank held Spire as of Q1 2016.

Based on Zacks Investment Management's 13F filing for Q1 2016, filed 12 May 2016.