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Capstone Investment Advisors (Netherlands)’s S&P Global SPGI Stock Holding History

Capstone Investment Advisors (Netherlands)’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 		$161K Sell
1,101
-585
-35% -$81.2K 0.56% 89
2017
Q1 		$220K Buy
+1,686
New +$210K 0.62% 82

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

Capstone Investment Advisors (Netherlands)'s SPGI Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its S&P Global (SPGI) stake by 35% in Q2 2017, selling an estimated $81.2K and leaving 1,101 shares worth $161K. The position accounts for 0.56% of the portfolio, ranked #89.

Capstone Investment Advisors (Netherlands) first reported a position in SPGI in Q1 2017 and has held it in 2 quarters since. The position peaked at $220K in Q1 2017. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 1,101 shares of S&P Global worth $161K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 585 S&P Global shares in Q2 2017, an estimated $81.2K.
  • S&P Global made up 0.56% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #89 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in S&P Global in Q1 2017 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s S&P Global position peaked at $220K in Q1 2017.
  • 752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.