EWM
INFO

Executive Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Executive Wealth Management’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-439
Closed -$28K – 887
2019
Q2 		$28K Hold
439
– – ﹤0.01% 416
2019
Q1 		$24K Hold
439
– – ﹤0.01% 402
2018
Q4 		$21K Buy
+439
New +$22.5K ﹤0.01% 425

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Executive Wealth Management's INFO Position: Q3 2019 in Review

Executive Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q3 2019, closing a stake of 439 shares — an estimated $28K sold.

Executive Wealth Management first reported a position in INFO in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q2 2019. 511 funds tracked by Wall St. Rank hold INFO as of Q3 2019.

  • Executive Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 439 IHS Markit Ltd. Common Shares shares in Q3 2019, an estimated $28K.
  • Executive Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's IHS Markit Ltd. Common Shares position peaked at $28K in Q2 2019.
  • 511 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.