FAIM
INFO

Financial Advocates Investment Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Financial Advocates Investment 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
2020
Q1 		– Sell
-11,428
Closed -$861K – 554
2019
Q4 		$861K Sell
11,428
-821
-7% -$58.4K 0.09% 230
2019
Q3 		$819K Buy
+12,249
New +$801K 0.09% 216

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's INFO Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 11,428 shares — an estimated $861K sold.

Financial Advocates Investment Management first reported a position in INFO in Q3 2019 and held it in 2 quarters. The position peaked at $861K in Q4 2019. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,428 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $861K.
  • Financial Advocates Investment Management first reported a position in IHS Markit Ltd. Common Shares in Q3 2019 and held it in 2 quarters.
  • Financial Advocates Investment Management's IHS Markit Ltd. Common Shares position peaked at $861K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.