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Global Financial Private Capital’s S&P Global SPGI Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-6,579
Closed -$1.28M – 491
2018
Q3 		$1.28M Buy
6,579
+1,704
+35% +$352K 0.05% 249
2018
Q2 		$994K Buy
4,875
+2,639
+118% +$521K 0.03% 276
2018
Q1 		$427K Buy
2,236
+46
+2% +$8.49K 0.02% 380
2017
Q4 		$371K Buy
2,190
+723
+49% +$118K 0.01% 393
2017
Q3 		$229K Buy
+1,467
New +$223K 0.01% 435

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Capital's SPGI Position: Q4 2018 in Review

Global Financial Private Capital sold out of S&P Global (SPGI) in Q4 2018, closing a stake of 6,579 shares — an estimated $1.28M sold.

Global Financial Private Capital first reported a position in SPGI in Q3 2017 and held it in 5 quarters. The position peaked at $1.28M in Q3 2018. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Global Financial Private Capital reported no remaining S&P Global position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 6,579 S&P Global shares in Q4 2018, an estimated $1.28M.
  • Global Financial Private Capital first reported a position in S&P Global in Q3 2017 and held it in 5 quarters.
  • Global Financial Private Capital's S&P Global position peaked at $1.28M in Q3 2018.
  • 893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.