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R&F Capital Advisors’s S&P Global SPGI Stock Holding History

R&F Capital 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
Q1 		$870K Sell
6,658
-12,978
-66% -$1.61M 0.22% 119
2016
Q4 		$2.11M Buy
+19,636
New +$2.35M 0.74% 16

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

R&F Capital Advisors's SPGI Position: Q1 2017 in Review

R&F Capital Advisors reduced its S&P Global (SPGI) stake by 66% in Q1 2017, selling an estimated $1.61M and leaving 6,658 shares worth $870K. The position accounts for 0.22% of the portfolio, ranked #119.

R&F Capital Advisors first reported a position in SPGI in Q4 2016 and has held it in 2 quarters since. The position peaked at $2.11M in Q4 2016. 709 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • R&F Capital Advisors held 6,658 shares of S&P Global worth $870K as of Q1 2017.
  • R&F Capital Advisors sold 12,978 S&P Global shares in Q1 2017, an estimated $1.61M.
  • S&P Global made up 0.22% of R&F Capital Advisors's portfolio in Q1 2017, its #119 holding.
  • R&F Capital Advisors first reported a position in S&P Global in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's S&P Global position peaked at $2.11M in Q4 2016.
  • 709 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.