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Bellwether Investment Group’s S&P Global SPGI Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-27
Closed -$4K – 529
2017
Q1 		$4K Sell
27
-12
-31% -$1.49K 0.01% 662
2016
Q4 		$4K Buy
+39
New +$4.66K ﹤0.01% 829

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

Bellwether Investment Group's SPGI Position: Q2 2017 in Review

Bellwether Investment Group sold out of S&P Global (SPGI) in Q2 2017, closing a stake of 27 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in SPGI in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

  • Bellwether Investment Group reported no remaining S&P Global position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 27 S&P Global shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in S&P Global in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's S&P Global position peaked at $4K in Q1 2017.
  • 752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.