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Brave Asset Management’s S&P Global SPGI Stock Holding History

Brave Asset 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
2016
Q4 		– Sell
-300
Closed -$38K – 303
2016
Q3 		$38K Hold
300
– – 0.02% 243
2016
Q2 		$32K Buy
+300
New +$32.2K 0.02% 261

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Brave Asset Management's SPGI Position: Q4 2016 in Review

Brave Asset Management sold out of S&P Global (SPGI) in Q4 2016, closing a stake of 300 shares — an estimated $38K sold.

Brave Asset Management first reported a position in SPGI in Q2 2016 and held it in 2 quarters. The position peaked at $38K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • Brave Asset Management reported no remaining S&P Global position as of Q4 2016 after selling out during the quarter.
  • Brave Asset Management sold 300 S&P Global shares in Q4 2016, an estimated $38K.
  • Brave Asset Management first reported a position in S&P Global in Q2 2016 and held it in 2 quarters.
  • Brave Asset Management's S&P Global position peaked at $38K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on Brave Asset Management's 13F filing for Q4 2016, filed 27 Jan 2017.