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Arbor Wealth Management (Florida)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Arbor Wealth Management (Florida)’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,542
Closed -$111K – 82
2019
Q2 		$111K Buy
+4,542
New +$110K 0.06% 64

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Arbor Wealth Management (Florida)'s CWI Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2019, closing a stake of 4,542 shares — an estimated $111K sold.

Arbor Wealth Management (Florida) first reported a position in CWI in Q2 2019 and held it in 1 quarter. The position peaked at $111K in Q2 2019. 164 funds tracked by Wall St. Rank hold CWI as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 4,542 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2019, an estimated $111K.
  • Arbor Wealth Management (Florida) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 1 quarter.
  • Arbor Wealth Management (Florida)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $111K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.