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Centaurus Financial’s State Street Global Allocation ETF GAL Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-500
Closed -$19K – 1099
2018
Q2 		$19K Buy
+500
New +$19.2K ﹤0.01% 1296

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Centaurus Financial's GAL Position: Q3 2018 in Review

Centaurus Financial sold out of State Street Global Allocation ETF (GAL) in Q3 2018, closing a stake of 500 shares — an estimated $19K sold.

Centaurus Financial first reported a position in GAL in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 44 funds tracked by Wall St. Rank hold GAL as of Q3 2018.

  • Centaurus Financial reported no remaining State Street Global Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 500 State Street Global Allocation ETF shares in Q3 2018, an estimated $19K.
  • Centaurus Financial first reported a position in State Street Global Allocation ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's State Street Global Allocation ETF position peaked at $19K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.