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Emerald Acquisition’s S&P Global SPGI Stock Holding History

Emerald Acquisition’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 		$19.9M Buy
157,551
+31,499
+25% +$3.78M 0.04% 531
2016
Q2 		$13.5M Buy
+126,052
New +$13.5M 0.02% 774

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Ameriprise
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

Emerald Acquisition's SPGI Position: Q3 2016 in Review

Emerald Acquisition increased its S&P Global (SPGI) stake by 25% in Q3 2016, buying an estimated $3.78M and bringing the position to 157,551 shares worth $19.9M. The position accounts for 0.04% of the portfolio, ranked #531.

Emerald Acquisition first reported a position in SPGI in Q2 2016 and has held it in 2 quarters since. 623 funds tracked by Wall St. Rank hold SPGI as of Q3 2016.

  • Emerald Acquisition held 157,551 shares of S&P Global worth $19.9M as of Q3 2016.
  • Emerald Acquisition bought 31,499 S&P Global shares in Q3 2016, an estimated $3.78M.
  • S&P Global made up 0.04% of Emerald Acquisition's portfolio in Q3 2016, its #531 holding.
  • Emerald Acquisition first reported a position in S&P Global in Q2 2016 and has held it in 2 quarters since.
  • 623 funds tracked by Wall St. Rank held S&P Global as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.