Clear Perspective Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Clear Perspective Advisors’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,710	Closed	-$93K	–	255
2018 Q2	$93K	Hold	2,710	–	–	0.07%	196
2018 Q1	$96K	Hold	2,710	–	–	0.07%	195
2017 Q4	$96K	Sell	2,710 -100	-4%	-$3.55K	0.07%	189
2017 Q3	$98K	Buy	2,810 +570	+25%	+$19.5K	0.08%	184
2017 Q2	$75K	Buy	2,240 +140	+7%	+$4.55K	0.06%	193
2017 Q1	$66K	Hold	2,100	–	–	0.04%	193
2016 Q4	$61K	Buy	+2,100	New	+$63.3K	0.04%	189

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clear Perspective Advisors's GWX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2018, closing a stake of 2,710 shares — an estimated $93K sold.

Clear Perspective Advisors first reported a position in GWX in Q4 2016 and held it in 7 quarters. The position peaked at $98K in Q3 2017. 148 funds tracked by Wall St. Rank hold GWX as of Q3 2018.

Clear Perspective Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 2,710 State Street SPDR S&P International Small Cap ETF shares in Q3 2018, an estimated $93K.
Clear Perspective Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $98K in Q3 2017.
148 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.