SteelBridge Private Wealth Advisors’s S&P Global SPGI Stock Holding History

SteelBridge Private Wealth 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 Q1	$267K	Hold	1,399	–	–	2.31%	20
2017 Q4	$237K	Sell	1,399 -40	-3%	-$6.53K	2%	24
2017 Q3	$225K	Sell	1,439 -172	-11%	-$26.1K	2.16%	23
2017 Q2	$235K	Hold	1,611	–	–	0.33%	65
2017 Q1	$211K	Sell	1,611 -210	-12%	-$26.1K	0.32%	60
2016 Q4	$219K	Hold	1,821	–	–	0.35%	57
2016 Q3	$230K	Hold	1,821	–	–	0.67%	38
2016 Q2	$218K	Buy	+1,821	New	+$195K	0.66%	40

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

SteelBridge Private Wealth Advisors's SPGI Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2018 at 1,399 shares worth $267K. The position accounts for 2.31% of the portfolio, ranked #20.

SteelBridge Private Wealth Advisors first reported a position in SPGI in Q2 2016 and has held it in 8 quarters since. 885 funds tracked by Wall St. Rank hold SPGI as of Q1 2018.

SteelBridge Private Wealth Advisors held 1,399 shares of S&P Global worth $267K as of Q1 2018.
SteelBridge Private Wealth Advisors left its S&P Global share count unchanged in Q1 2018.
S&P Global made up 2.31% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #20 holding.
SteelBridge Private Wealth Advisors first reported a position in S&P Global in Q2 2016 and has held it in 8 quarters since.
885 funds tracked by Wall St. Rank held S&P Global as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.