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HL Financial Services’s S&P Global SPGI Stock Holding History

HL Financial Services’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
2017
Q1 		– Sell
-2,661
Closed -$286K – 693
2016
Q4 		$286K Sell
2,661
-2,306
-46% -$275K 0.01% 565
2016
Q3 		$629K Sell
4,967
-18
-0.4% -$2.16K 0.01% 391
2016
Q2 		$535K Buy
+4,985
New +$535K 0.01% 418

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

HL Financial Services's SPGI Position: Q1 2017 in Review

HL Financial Services sold out of S&P Global (SPGI) in Q1 2017, closing a stake of 2,661 shares — an estimated $286K sold.

HL Financial Services first reported a position in SPGI in Q2 2016 and held it in 3 quarters. The position peaked at $629K in Q3 2016. 708 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • HL Financial Services reported no remaining S&P Global position as of Q1 2017 after selling out during the quarter.
  • HL Financial Services sold 2,661 S&P Global shares in Q1 2017, an estimated $286K.
  • HL Financial Services first reported a position in S&P Global in Q2 2016 and held it in 3 quarters.
  • HL Financial Services's S&P Global position peaked at $629K in Q3 2016.
  • 708 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.