Edmond de Rothschild Private Merchant Banking’s S&P Global SPGI Stock Holding History

Edmond de Rothschild Private Merchant Banking’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	$5K	Buy	+42	New	+$5.04K	0.02%	46

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

Edmond de Rothschild Private Merchant Banking's SPGI Position: Q3 2016 in Review

Edmond de Rothschild Private Merchant Banking opened a new position in S&P Global (SPGI) in Q3 2016: 42 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #46 among its holdings.

623 funds tracked by Wall St. Rank hold SPGI as of Q3 2016.

Edmond de Rothschild Private Merchant Banking held 42 shares of S&P Global worth $5K as of Q3 2016.
S&P Global was a new Edmond de Rothschild Private Merchant Banking position in Q3 2016.
S&P Global made up 0.02% of Edmond de Rothschild Private Merchant Banking's portfolio in Q3 2016, its #46 holding.
623 funds tracked by Wall St. Rank held S&P Global as of Q3 2016.

Based on Edmond de Rothschild Private Merchant Banking's 13F filing for Q3 2016, filed 14 Nov 2016.