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WealthTrust-Arizona’s S&P Global SPGI Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-76
Closed -$10K – 674
2017
Q1 		$10K Hold
76
– – 0.01% 387
2016
Q4 		$8K Hold
76
– – ﹤0.01% 421
2016
Q3 		$10K Hold
76
– – 0.01% 368
2016
Q2 		$8K Buy
+76
New +$8.16K ﹤0.01% 394

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrust-Arizona's SPGI Position: Q2 2017 in Review

WealthTrust-Arizona sold out of S&P Global (SPGI) in Q2 2017, closing a stake of 76 shares — an estimated $10K sold.

WealthTrust-Arizona first reported a position in SPGI in Q2 2016 and held it in 4 quarters. The position peaked at $10K in Q1 2017. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

  • WealthTrust-Arizona reported no remaining S&P Global position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 76 S&P Global shares in Q2 2017, an estimated $10K.
  • WealthTrust-Arizona first reported a position in S&P Global in Q2 2016 and held it in 4 quarters.
  • WealthTrust-Arizona's S&P Global position peaked at $10K in Q1 2017.
  • 752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.