Acorn Wealth Advisors’s S&P Global SPGI Stock Holding History

Acorn Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7	Closed	-$1K	–	752
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	820
2017 Q4	$1K	Buy	+7	New	+$1.14K	﹤0.01%	782

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Acorn Wealth Advisors's SPGI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of S&P Global (SPGI) in Q2 2018, closing a stake of 7 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in SPGI in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 897 funds tracked by Wall St. Rank hold SPGI as of Q2 2018.

Acorn Wealth Advisors reported no remaining S&P Global position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 7 S&P Global shares in Q2 2018, an estimated $1K.
Acorn Wealth Advisors first reported a position in S&P Global in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's S&P Global position peaked at $1K in Q1 2018.
897 funds tracked by Wall St. Rank held S&P Global as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.