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Analyzing the Shift in Seven Bridges Advisors LLC Fund Holdings: Q2 2018 vs. Q3 2018

Ava Hoppe | 11 May, 2023

The world of investment is always evolving, and staying up to date with the latest information is crucial for investors. One way to do this is by analyzing the latest filing of Form 13F by institutional investors. In this blog post, we will be taking a closer look at the changes in Seven Bridges Advisors LLC's fund holdings for Q2 2018 and Q3 2018.

According to the filing, Seven Bridges Advisors LLC made significant changes to their holdings during this period. One of the most notable shifts was their investment in SPDR S&P 500 ETF TR (SPY). The company maintained the same number of shares between Q2 and Q3, holding 26423 shares of the ETF. However, there was a 7.2% increase in the value of their investment, from $7168 in Q2 to $7682 in Q3.

Another significant change was the addition of MSCI India ETF (INDA) to their portfolio. The company did not hold any shares of INDA during Q2 2018. Still, they bought 63,595 shares in Q3 2018, with a total value of $2,065. This represents an exciting development in Seven Bridges Advisors LLC's investment strategy as INDA is an equity ETF that provides exposure to the Indian stock market.

It is worth noting that the option type column for both SPY and INDA is left blank in the filing. It is unclear whether Seven Bridges Advisors LLC used stock options or stock futures to invest in these funds. However, the difference in option type does not significantly affect the analysis of the shift in their holdings.

From the data in the filing, it is clear that Seven Bridges Advisors LLC's fund managers have been making well-informed investment decisions. Notably, they have a diverse portfolio that includes both domestic and international assets. Furthermore, their investment in SPY has increased, showing that they have confidence in the US stock market.

In conclusion, staying informed about institutional investors' fund holdings is essential for all investors looking to make well-informed investment decisions. With recent changes to their holdings, Seven Bridges Advisors LLC seems to be optimistic about the future of both domestic and foreign markets.

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