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Acrospire Investment Management’s S&P Global SPGI Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-400
Closed -$58K – 1226
2017
Q2 		$58K Buy
400
+200
+100% +$27.8K 0.05% 712
2017
Q1 		$26K Sell
200
-700
-78% -$87K 0.02% 1466
2016
Q4 		$97K Buy
900
+600
+200% +$71.7K 0.04% 950
2016
Q3 		$38K Buy
300
+100
+50% +$12K 0.03% 1224
2016
Q2 		$21K Buy
+200
New +$21.5K 0.02% 1512

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Acrospire Investment Management's SPGI Position: Q3 2017 in Review

Acrospire Investment Management sold out of S&P Global (SPGI) in Q3 2017, closing a stake of 400 shares — an estimated $58K sold.

Acrospire Investment Management first reported a position in SPGI in Q2 2016 and held it in 5 quarters. The position peaked at $97K in Q4 2016. 755 funds tracked by Wall St. Rank hold SPGI as of Q3 2017.

  • Acrospire Investment Management reported no remaining S&P Global position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 S&P Global shares in Q3 2017, an estimated $58K.
  • Acrospire Investment Management first reported a position in S&P Global in Q2 2016 and held it in 5 quarters.
  • Acrospire Investment Management's S&P Global position peaked at $97K in Q4 2016.
  • 755 funds tracked by Wall St. Rank held S&P Global as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.