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Park Avenue Institutional Advisers’s S&P Global SPGI Stock Holding History

Park Avenue Institutional Advisers’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
-1,676
Closed -$180K – 357
2016
Q2 		$180K Buy
+1,676
New +$180K 0.15% 154

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Park Avenue Institutional Advisers's SPGI Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of S&P Global (SPGI) in Q3 2016, closing a stake of 1,676 shares — an estimated $180K sold.

Park Avenue Institutional Advisers first reported a position in SPGI in Q2 2016 and held it in 1 quarter. The position peaked at $180K in Q2 2016. 623 funds tracked by Wall St. Rank hold SPGI as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining S&P Global position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 1,676 S&P Global shares in Q3 2016, an estimated $180K.
  • Park Avenue Institutional Advisers first reported a position in S&P Global in Q2 2016 and held it in 1 quarter.
  • Park Avenue Institutional Advisers's S&P Global position peaked at $180K in Q2 2016.
  • 623 funds tracked by Wall St. Rank held S&P Global as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.