IWMPD
SPGI icon

Integrated Wealth Management (Palm Desert)’s S&P Global SPGI Stock Holding History

Integrated Wealth Management (Palm Desert)’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 		$1.61M Hold
12,301
– – 0.54% 54
2016
Q4 		$1.32M Hold
12,301
– – 0.49% 62
2016
Q3 		$1.56M Hold
12,301
– – 0.56% 46
2016
Q2 		$1.32M Buy
+12,301
New +$1.32M 0.51% 48

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 $1.9T AUM 41.92% 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
O
OppenheimerFunds New York $80.4B AUM 17.47% 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 $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

Integrated Wealth Management (Palm Desert)'s SPGI Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its S&P Global (SPGI) position steady in Q1 2017 at 12,301 shares worth $1.61M. The position accounts for 0.54% of the portfolio, ranked #54.

Integrated Wealth Management (Palm Desert) first reported a position in SPGI in Q2 2016 and has held it in 4 quarters since. 708 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 12,301 shares of S&P Global worth $1.61M as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) left its S&P Global share count unchanged in Q1 2017.
  • S&P Global made up 0.54% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #54 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in S&P Global in Q2 2016 and has held it in 4 quarters since.
  • 708 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.