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National Planning Corporation’s S&P Global SPGI Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-1,908
Closed -$239K – 722
2016
Q3 		$239K Buy
1,908
+2
+0.1% +$240 0.02% 545
2016
Q2 		$229K Buy
+1,906
New +$205K 0.02% 567

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

National Planning Corporation's SPGI Position: Q4 2016 in Review

National Planning Corporation sold out of S&P Global (SPGI) in Q4 2016, closing a stake of 1,908 shares — an estimated $239K sold.

National Planning Corporation first reported a position in SPGI in Q2 2016 and held it in 2 quarters. The position peaked at $239K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • National Planning Corporation reported no remaining S&P Global position as of Q4 2016 after selling out during the quarter.
  • National Planning Corporation sold 1,908 S&P Global shares in Q4 2016, an estimated $239K.
  • National Planning Corporation first reported a position in S&P Global in Q2 2016 and held it in 2 quarters.
  • National Planning Corporation's S&P Global position peaked at $239K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on National Planning Corporation's 13F filing for Q4 2016, filed 7 Feb 2017.