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Geneva Advisors, LLC: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on SPGI, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 510,608 SPGI shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 510,608 shares
    Change vs previous 13F -2,188 shares

    1.28% of the 13F portfolio, value $74,544,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 512,796 shares
    Change vs previous 13F +18,950 shares

    1.2% of the 13F portfolio, value $67,043,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 493,846 shares
    Change vs previous 13F -21,993 shares

    1.04% of the 13F portfolio, value $53,108,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 515,839 shares
    Change vs previous 13F +31,325 shares

    1.23% of the 13F portfolio, value $65,285,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 484,514 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $51,969,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).