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Independent Portfolio Consultants’s S&P Global SPGI Stock Holding History

Independent Portfolio Consultants’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
Q2 		$276K Sell
1,893
-913
-33% -$127K 0.11% 248
2017
Q1 		$367K Buy
+2,806
New +$349K 0.13% 245

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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 $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's SPGI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its S&P Global (SPGI) stake by 33% in Q2 2017, selling an estimated $127K and leaving 1,893 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #248.

Independent Portfolio Consultants first reported a position in SPGI in Q1 2017 and has held it in 2 quarters since. The position peaked at $367K in Q1 2017. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

  • Independent Portfolio Consultants held 1,893 shares of S&P Global worth $276K as of Q2 2017.
  • Independent Portfolio Consultants sold 913 S&P Global shares in Q2 2017, an estimated $127K.
  • S&P Global made up 0.11% of Independent Portfolio Consultants's portfolio in Q2 2017, its #248 holding.
  • Independent Portfolio Consultants first reported a position in S&P Global in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's S&P Global position peaked at $367K in Q1 2017.
  • 752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.