Kovack Advisors’s S&P Global SPGI Stock Holding History

Kovack Advisors’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
2019 Q4	–	Sell	-1,039	Closed	-$254K	–	550
2019 Q3	$254K	Buy	+1,039	New	+$260K	0.05%	368

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovack Advisors's SPGI Position: Q4 2019 in Review

Kovack Advisors sold out of S&P Global (SPGI) in Q4 2019, closing a stake of 1,039 shares — an estimated $254K sold.

Kovack Advisors first reported a position in SPGI in Q3 2019 and held it in 1 quarter. The position peaked at $254K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold SPGI as of Q4 2019.

Kovack Advisors reported no remaining S&P Global position as of Q4 2019 after selling out during the quarter.
Kovack Advisors sold 1,039 S&P Global shares in Q4 2019, an estimated $254K.
Kovack Advisors first reported a position in S&P Global in Q3 2019 and held it in 1 quarter.
Kovack Advisors's S&P Global position peaked at $254K in Q3 2019.
1,109 funds tracked by Wall St. Rank held S&P Global as of Q4 2019.

Based on Kovack Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.