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BB&T Securities’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

BB&T Securities’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
2017
Q2 		– Sell
-12,512
Closed -$284K – 1387
2017
Q1 		$284K Sell
12,512
-2,257
-15% -$49.9K ﹤0.01% 1062
2016
Q4 		$319K Hold
14,769
– – ﹤0.01% 990
2016
Q3 		$319K Sell
14,769
-407
-3% -$8.64K ﹤0.01% 990
2016
Q2 		$308K Buy
15,176
+2,669
+21% +$55K ﹤0.01% 979
2016
Q1 		$256K Buy
12,507
+2,065
+20% +$40.1K ﹤0.01% 1002
2015
Q4 		$214K Sell
10,442
-1,176
-10% -$25K ﹤0.01% 1050
2015
Q3 		$235K Buy
11,618
+464
+4% +$10.1K 0.01% 953
2015
Q2 		$255K Buy
11,154
+805
+8% +$19.4K 0.01% 954
2015
Q1 		$2.39M Buy
+10,349
New +$236K 0.01% 957

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $607M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return