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

CT 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
2017
Q1 		$52.3K Hold
400
– – 0.03% 269
2016
Q4 		$43K Hold
400
– – 0.03% 285
2016
Q3 		$50.6K Hold
400
– – 0.03% 265
2016
Q2 		$42.9K Buy
+400
New +$42.9K 0.03% 289

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
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
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

CT Financial Advisors's SPGI Position: Q1 2017 in Review

CT Financial Advisors held its S&P Global (SPGI) position steady in Q1 2017 at 400 shares worth $52.3K. The position accounts for 0.03% of the portfolio, ranked #269.

CT Financial Advisors first reported a position in SPGI in Q2 2016 and has held it in 4 quarters since. 708 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • CT Financial Advisors held 400 shares of S&P Global worth $52.3K as of Q1 2017.
  • CT Financial Advisors left its S&P Global share count unchanged in Q1 2017.
  • S&P Global made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #269 holding.
  • CT Financial Advisors first reported a position in S&P Global in Q2 2016 and has held it in 4 quarters since.
  • 708 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.