B
CWI icon

Bridgeworth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-48
Closed -$1K – 217
2018
Q2 		$1K Buy
+48
New +$1.24K ﹤0.01% 585

Other funds holding CWI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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 $269B AUM 31.4% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bridgeworth's CWI Position: Q3 2018 in Review

Bridgeworth sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2018, closing a stake of 48 shares — an estimated $1K sold.

Bridgeworth first reported a position in CWI in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 140 funds tracked by Wall St. Rank hold CWI as of Q3 2018.

  • Bridgeworth reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 48 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2018, an estimated $1K.
  • Bridgeworth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.