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Pathway Financial Advisors’s S&P Global SPGI Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-200
Closed -$41K – 338
2018
Q2 		$41K Hold
200
– – 0.02% 284
2018
Q1 		$38K Hold
200
– – 0.02% 300
2017
Q4 		$34K Buy
+200
New +$32.7K 0.02% 317

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
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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisors's SPGI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of S&P Global (SPGI) in Q3 2018, closing a stake of 200 shares — an estimated $41K sold.

Pathway Financial Advisors first reported a position in SPGI in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q2 2018. 908 funds tracked by Wall St. Rank hold SPGI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining S&P Global position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 200 S&P Global shares in Q3 2018, an estimated $41K.
  • Pathway Financial Advisors first reported a position in S&P Global in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's S&P Global position peaked at $41K in Q2 2018.
  • 908 funds tracked by Wall St. Rank held S&P Global as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.