First Western Capital Management’s S&P Global SPGI Stock Holding History

First Western Capital Management’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 Q1	–	Sell	-16,041	Closed	-$2.72M	–	69
2017 Q4	$2.72M	Sell	16,041 -61	-0.4%	-$9.96K	1.54%	32
2017 Q3	$2.52M	Sell	16,102 -644	-4%	-$97.9K	1.53%	32
2017 Q2	$2.44M	Sell	16,746 -381	-2%	-$52.9K	1.48%	34
2017 Q1	$2.24M	Sell	17,127 -960	-5%	-$119K	1.35%	35
2016 Q4	$1.95M	Sell	18,087 -686	-4%	-$81.9K	1.06%	38
2016 Q3	$2.38M	Sell	18,773 -844	-4%	-$101K	0.93%	43
2016 Q2	$2.1M	Buy	+19,617	New	+$2.11M	0.77%	56

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

First Western Capital Management's SPGI Position: Q1 2018 in Review

First Western Capital Management sold out of S&P Global (SPGI) in Q1 2018, closing a stake of 16,041 shares — an estimated $2.72M sold.

First Western Capital Management first reported a position in SPGI in Q2 2016 and held it in 7 quarters. The position peaked at $2.72M in Q4 2017. 884 funds tracked by Wall St. Rank hold SPGI as of Q1 2018.

First Western Capital Management reported no remaining S&P Global position as of Q1 2018 after selling out during the quarter.
First Western Capital Management sold 16,041 S&P Global shares in Q1 2018, an estimated $2.72M.
First Western Capital Management first reported a position in S&P Global in Q2 2016 and held it in 7 quarters.
First Western Capital Management's S&P Global position peaked at $2.72M in Q4 2017.
884 funds tracked by Wall St. Rank held S&P Global as of Q1 2018.

Based on First Western Capital Management's 13F filing for Q1 2018, filed 14 May 2018.