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Vantage Investment Advisors’s S&P Global SPGI Stock Holding History

Vantage Investment 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 		$56K Buy
285
+145
+104% +$29.9K 0.01% 267
2018
Q2 		$29K Hold
140
– – 0.01% 354
2018
Q1 		$27K Hold
140
– – 0.01% 373
2017
Q4 		$24K Hold
140
– – 0.01% 418
2017
Q3 		$22K Hold
140
– – 0.01% 424
2017
Q2 		$20K Hold
140
– – 0.01% 422
2017
Q1 		$18K Hold
140
– – 0.01% 417
2016
Q4 		$15K Hold
140
– – 0.01% 451
2016
Q3 		$18K Hold
140
– – 0.01% 405
2016
Q2 		$15K Buy
+140
New +$15K 0.01% 461

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

Vantage Investment Advisors's SPGI Position: Q3 2018 in Review

Vantage Investment Advisors increased its S&P Global (SPGI) stake by 104% in Q3 2018, buying an estimated $29.9K and bringing the position to 285 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #267.

Vantage Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold SPGI as of Q3 2018.

  • Vantage Investment Advisors held 285 shares of S&P Global worth $56K as of Q3 2018.
  • Vantage Investment Advisors bought 145 S&P Global shares in Q3 2018, an estimated $29.9K.
  • S&P Global made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #267 holding.
  • Vantage Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held S&P Global as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.