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Clarfeld Financial Advisors’s S&P Global SPGI Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$7K Buy
+38
New +$6.81K 0.01% 285

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's SPGI Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in S&P Global (SPGI) in Q4 2018: 38 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

895 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Clarfeld Financial Advisors held 38 shares of S&P Global worth $7K as of Q4 2018.
  • S&P Global was a new Clarfeld Financial Advisors position in Q4 2018.
  • S&P Global made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #285 holding.
  • 895 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.