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Marble Arch Investments’s S&P Global SPGI Stock Holding History

Marble Arch Investments’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
Q3 		– Sell
-414,000
Closed -$44.4M – 16
2016
Q2 		$44.4M Buy
+414,000
New +$44.4M 3.09% 15

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Marble Arch Investments's SPGI Position: Q3 2016 in Review

Marble Arch Investments sold out of S&P Global (SPGI) in Q3 2016, closing a stake of 414,000 shares — an estimated $44.4M sold.

Marble Arch Investments first reported a position in SPGI in Q2 2016 and held it in 1 quarter. The position peaked at $44.4M in Q2 2016. 626 funds tracked by Wall St. Rank hold SPGI as of Q3 2016.

  • Marble Arch Investments reported no remaining S&P Global position as of Q3 2016 after selling out during the quarter.
  • Marble Arch Investments sold 414,000 S&P Global shares in Q3 2016, an estimated $44.4M.
  • Marble Arch Investments first reported a position in S&P Global in Q2 2016 and held it in 1 quarter.
  • Marble Arch Investments's S&P Global position peaked at $44.4M in Q2 2016.
  • 626 funds tracked by Wall St. Rank held S&P Global as of Q3 2016.

Based on Marble Arch Investments's 13F filing for Q3 2016, filed 14 Nov 2016.