MFW
SPGI icon

Mosaic Family Wealth’s S&P Global SPGI Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-100
Closed -$21K – 539
2019
Q1 		$21K Hold
100
– – 0.01% 428
2018
Q4 		$17K Hold
100
– – 0.01% 439
2018
Q3 		$18K Hold
100
– – 0.01% 448
2018
Q2 		$20K Hold
100
– – 0.01% 466
2018
Q1 		$19K Hold
100
– – 0.01% 442
2017
Q4 		$17K Hold
100
– – 0.01% 470
2017
Q3 		$16K Buy
+100
New +$15.2K 0.01% 506

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Mosaic Family Wealth's SPGI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of S&P Global (SPGI) in Q2 2019, closing a stake of 100 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in SPGI in Q3 2017 and held it in 7 quarters. The position peaked at $21K in Q1 2019. 963 funds tracked by Wall St. Rank hold SPGI as of Q2 2019.

  • Mosaic Family Wealth reported no remaining S&P Global position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 S&P Global shares in Q2 2019, an estimated $21K.
  • Mosaic Family Wealth first reported a position in S&P Global in Q3 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's S&P Global position peaked at $21K in Q1 2019.
  • 963 funds tracked by Wall St. Rank held S&P Global as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.