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WFG Advisors’s S&P Global SPGI Stock Holding History

WFG 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
Q2 		$9K Buy
65
+34
+110% +$4.72K ﹤0.01% 1180
2017
Q1 		$4K Sell
31
-262
-89% -$32.6K ﹤0.01% 1256
2016
Q4 		$32K Buy
293
+262
+845% +$31.3K 0.01% 829
2016
Q3 		$4K Hold
31
– – ﹤0.01% 1314
2016
Q2 		$3K Buy
+31
New +$3.33K ﹤0.01% 1337

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

WFG Advisors's SPGI Position: Q2 2017 in Review

WFG Advisors increased its S&P Global (SPGI) stake by 110% in Q2 2017, buying an estimated $4.72K and bringing the position to 65 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

WFG Advisors first reported a position in SPGI in Q2 2016 and has held it in 5 quarters since. The position peaked at $32K in Q4 2016. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

  • WFG Advisors held 65 shares of S&P Global worth $9K as of Q2 2017.
  • WFG Advisors bought 34 S&P Global shares in Q2 2017, an estimated $4.72K.
  • S&P Global made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1180 holding.
  • WFG Advisors first reported a position in S&P Global in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's S&P Global position peaked at $32K in Q4 2016.
  • 752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.