FIM
SPGI icon

FourPoints Investment Managers’s S&P Global SPGI Stock Holding History

FourPoints Investment Managers’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
Q4 		– Sell
-5,850
Closed -$740K – 64
2016
Q3 		$740K Buy
5,850
+19
+0.3% +$2.28K 0.56% 60
2016
Q2 		$625K Buy
+5,831
New +$626K 0.44% 64

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

FourPoints Investment Managers's SPGI Position: Q4 2016 in Review

FourPoints Investment Managers sold out of S&P Global (SPGI) in Q4 2016, closing a stake of 5,850 shares — an estimated $740K sold.

FourPoints Investment Managers first reported a position in SPGI in Q2 2016 and held it in 2 quarters. The position peaked at $740K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • FourPoints Investment Managers reported no remaining S&P Global position as of Q4 2016 after selling out during the quarter.
  • FourPoints Investment Managers sold 5,850 S&P Global shares in Q4 2016, an estimated $740K.
  • FourPoints Investment Managers first reported a position in S&P Global in Q2 2016 and held it in 2 quarters.
  • FourPoints Investment Managers's S&P Global position peaked at $740K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on FourPoints Investment Managers's 13F filing for Q4 2016, filed 6 Feb 2017.