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WealthShield’s S&P Global SPGI Stock Holding History

WealthShield’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
Q4 		$239K Buy
+1,415
New +$231K 0.15% 114

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

WealthShield's SPGI Position: Q4 2017 in Review

WealthShield opened a new position in S&P Global (SPGI) in Q4 2017: 1,415 shares worth $239K. The stake represents 0.15% of the portfolio and ranks #114 among its holdings.

837 funds tracked by Wall St. Rank hold SPGI as of Q4 2017.

  • WealthShield held 1,415 shares of S&P Global worth $239K as of Q4 2017.
  • S&P Global was a new WealthShield position in Q4 2017.
  • S&P Global made up 0.15% of WealthShield's portfolio in Q4 2017, its #114 holding.
  • 837 funds tracked by Wall St. Rank held S&P Global as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.