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

Edge 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 Q2	$168K	Hold	826	–	–	0.02%	337
2018 Q1	$157K	Hold	826	–	–	0.01%	347
2017 Q4	$139K	Hold	826	–	–	0.01%	350
2017 Q3	$128K	Hold	826	–	–	0.01%	362
2017 Q2	$120K	Hold	826	–	–	0.01%	371
2017 Q1	$107K	Hold	826	–	–	0.01%	396
2016 Q4	$88K	Buy	+826	New	+$98.7K	0.01%	400

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Edge Advisors's SPGI Position: Q2 2018 in Review

Edge Advisors held its S&P Global (SPGI) position steady in Q2 2018 at 826 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #337.

Edge Advisors first reported a position in SPGI in Q4 2016 and has held it in 7 quarters since. 897 funds tracked by Wall St. Rank hold SPGI as of Q2 2018.

Edge Advisors held 826 shares of S&P Global worth $168K as of Q2 2018.
Edge Advisors left its S&P Global share count unchanged in Q2 2018.
S&P Global made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #337 holding.
Edge Advisors first reported a position in S&P Global in Q4 2016 and has held it in 7 quarters since.
897 funds tracked by Wall St. Rank held S&P Global as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.