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American Economic Planning Group’s State Street Global Allocation ETF GAL Stock Holding History

American Economic Planning Group’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,433
Closed -$376K – 60
2015
Q4 		$376K Buy
+11,433
New +$385K 0.15% 31

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

American Economic Planning Group's GAL Position: Q1 2016 in Review

American Economic Planning Group sold out of State Street Global Allocation ETF (GAL) in Q1 2016, closing a stake of 11,433 shares — an estimated $376K sold.

American Economic Planning Group first reported a position in GAL in Q4 2015 and held it in 1 quarter. The position peaked at $376K in Q4 2015. 30 funds tracked by Wall St. Rank hold GAL as of Q1 2016.

  • American Economic Planning Group reported no remaining State Street Global Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • American Economic Planning Group sold 11,433 State Street Global Allocation ETF shares in Q1 2016, an estimated $376K.
  • American Economic Planning Group first reported a position in State Street Global Allocation ETF in Q4 2015 and held it in 1 quarter.
  • American Economic Planning Group's State Street Global Allocation ETF position peaked at $376K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2016.

Based on American Economic Planning Group's 13F filing for Q1 2016, filed 2 May 2016.