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Nationwide Fund Advisors’s S&P Global SPGI Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-72,479
Closed -$11.3M – 1796
2017
Q3 		$11.3M Sell
72,479
-58
-0.1% -$8.82K 0.04% 584
2017
Q2 		$10.6M Sell
72,537
-510
-0.7% -$70.8K 0.04% 621
2017
Q1 		$9.55M Sell
73,047
-98,460
-57% -$12.2M 0.04% 665
2016
Q4 		$18.4M Buy
171,507
+31,367
+22% +$3.75M 0.08% 332
2016
Q3 		$17.7M Buy
140,140
+62,720
+81% +$7.53M 0.07% 349
2016
Q2 		$8.3M Buy
+77,420
New +$8.31M 0.04% 669

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Nationwide Fund Advisors's SPGI Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of S&P Global (SPGI) in Q4 2017, closing a stake of 72,479 shares — an estimated $11.3M sold.

Nationwide Fund Advisors first reported a position in SPGI in Q2 2016 and held it in 6 quarters. The position peaked at $18.4M in Q4 2016. 837 funds tracked by Wall St. Rank hold SPGI as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining S&P Global position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 72,479 S&P Global shares in Q4 2017, an estimated $11.3M.
  • Nationwide Fund Advisors first reported a position in S&P Global in Q2 2016 and held it in 6 quarters.
  • Nationwide Fund Advisors's S&P Global position peaked at $18.4M in Q4 2016.
  • 837 funds tracked by Wall St. Rank held S&P Global as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.