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Capital Bank & Trust’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Capital Bank & Trust’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
2020
Q2 		– Sell
-3,379
Closed -$67K – 369
2020
Q1 		$67K Buy
+3,379
New +$79.7K ﹤0.01% 376

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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 $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Capital Bank & Trust's CWI Position: Q2 2020 in Review

Capital Bank & Trust sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2020, closing a stake of 3,379 shares — an estimated $67K sold.

Capital Bank & Trust first reported a position in CWI in Q1 2020 and held it in 1 quarter. The position peaked at $67K in Q1 2020. 148 funds tracked by Wall St. Rank hold CWI as of Q2 2020.

  • Capital Bank & Trust reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 3,379 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2020, an estimated $67K.
  • Capital Bank & Trust first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's State Street SPDR MSCI ACWI ex-US ETF position peaked at $67K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.