Advisor Group’s SP Plus Corporation SP Stock Holding History

Advisor Group’s Portfolio SP Stock Details SP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$61K	Buy	1,444 +211	+17%	+$8.87K	﹤0.01%	3296
2019 Q3	$46K	Buy	1,233 +279	+29%	+$9.72K	﹤0.01%	3462
2019 Q2	$31K	Sell	954 -46	-5%	-$1.52K	﹤0.01%	3683
2019 Q1	$35K	Buy	1,000 +621	+164%	+$21K	﹤0.01%	3633
2018 Q4	$11K	Buy	379 +110	+41%	+$3.41K	﹤0.01%	4162
2018 Q3	$10K	Buy	+269	New	+$10.4K	﹤0.01%	4295
2018 Q2	–	Sell	-16,504	Closed	-$588K	–	5070
2018 Q1	$588K	Buy	16,504 +16,016	+3,282%	+$600K	0.01%	1206
2017 Q4	$18K	Buy	488 +176	+56%	+$6.84K	﹤0.01%	3783
2017 Q3	$12K	Buy	+312	New	+$11K	﹤0.01%	3891

Other funds holding SP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advisor Group's SP Position: Q4 2019 in Review

Advisor Group increased its SP Plus Corporation (SP) stake by 17% in Q4 2019, buying an estimated $8.87K and bringing the position to 1,444 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Advisor Group first reported a position in SP in Q3 2017 and has held it in 9 quarters since. The position peaked at $588K in Q1 2018. 155 funds tracked by Wall St. Rank hold SP as of Q4 2019.

Advisor Group held 1,444 shares of SP Plus Corporation worth $61K as of Q4 2019.
Advisor Group bought 211 SP Plus Corporation shares in Q4 2019, an estimated $8.87K.
SP Plus Corporation made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3296 holding.
Advisor Group first reported a position in SP Plus Corporation in Q3 2017 and has held it in 9 quarters since.
Advisor Group's SP Plus Corporation position peaked at $588K in Q1 2018.
155 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.