Chevy Chase Trust
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Chevy Chase Trust’s State Street Global Allocation ETF GAL Stock Holding History

Chevy Chase Trust’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
2014
Q4 		– Sell
-8,255
Closed -$285K – 711
2014
Q3 		$285K Hold
8,255
– – ﹤0.01% 643
2014
Q2 		$293K Buy
+8,255
New +$288K ﹤0.01% 641

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Chevy Chase Trust's GAL Position: Q4 2014 in Review

Chevy Chase Trust sold out of State Street Global Allocation ETF (GAL) in Q4 2014, closing a stake of 8,255 shares — an estimated $285K sold.

Chevy Chase Trust first reported a position in GAL in Q2 2014 and held it in 2 quarters. The position peaked at $293K in Q2 2014. 18 funds tracked by Wall St. Rank hold GAL as of Q4 2014.

  • Chevy Chase Trust reported no remaining State Street Global Allocation ETF position as of Q4 2014 after selling out during the quarter.
  • Chevy Chase Trust sold 8,255 State Street Global Allocation ETF shares in Q4 2014, an estimated $285K.
  • Chevy Chase Trust first reported a position in State Street Global Allocation ETF in Q2 2014 and held it in 2 quarters.
  • Chevy Chase Trust's State Street Global Allocation ETF position peaked at $293K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2014.

Based on Chevy Chase Trust's 13F filing for Q4 2014, filed 15 Jan 2015.