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High Point Bank & Trust’s S&P Global SPGI Stock Holding History

High Point Bank & Trust’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 		$769K Hold
7,142
– – 0.24% 70
2016
Q3 		$904K Hold
7,142
– – 0.24% 62
2016
Q2 		$766K Buy
+7,142
New +$766K 0.21% 67

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

High Point Bank & Trust's SPGI Position: Q4 2016 in Review

High Point Bank & Trust held its S&P Global (SPGI) position steady in Q4 2016 at 7,142 shares worth $769K. The position accounts for 0.24% of the portfolio, ranked #70.

High Point Bank & Trust first reported a position in SPGI in Q2 2016 and has held it in 3 quarters since. The position peaked at $904K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • High Point Bank & Trust held 7,142 shares of S&P Global worth $769K as of Q4 2016.
  • High Point Bank & Trust left its S&P Global share count unchanged in Q4 2016.
  • S&P Global made up 0.24% of High Point Bank & Trust's portfolio in Q4 2016, its #70 holding.
  • High Point Bank & Trust first reported a position in S&P Global in Q2 2016 and has held it in 3 quarters since.
  • High Point Bank & Trust's S&P Global position peaked at $904K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.