Echinus Advisors’s S&P Global SPGI Stock Holding History

Echinus 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
2016 Q3	–	Sell	-126,658	Closed	-$13.6M	–	10
2016 Q2	$13.6M	Buy	+126,658	New	+$13.6M	4.91%	8

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Echinus Advisors's SPGI Position: Q3 2016 in Review

Echinus Advisors sold out of S&P Global (SPGI) in Q3 2016, closing a stake of 126,658 shares — an estimated $13.6M sold.

Echinus Advisors first reported a position in SPGI in Q2 2016 and held it in 1 quarter. The position peaked at $13.6M in Q2 2016. 623 funds tracked by Wall St. Rank hold SPGI as of Q3 2016.

Echinus Advisors reported no remaining S&P Global position as of Q3 2016 after selling out during the quarter.
Echinus Advisors sold 126,658 S&P Global shares in Q3 2016, an estimated $13.6M.
Echinus Advisors first reported a position in S&P Global in Q2 2016 and held it in 1 quarter.
Echinus Advisors's S&P Global position peaked at $13.6M in Q2 2016.
623 funds tracked by Wall St. Rank held S&P Global as of Q3 2016.

Based on Echinus Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.