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CMH Wealth Management’s State Street STT Stock Holding History

CMH Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,504
Closed -$1.58M – 66
2018
Q3 		$1.58M Buy
18,504
+1,295
+8% +$114K 0.83% 47
2018
Q2 		$1.62M Buy
+17,209
New +$1.71M 0.93% 38

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CMH Wealth Management's STT Position: Q4 2018 in Review

CMH Wealth Management sold out of State Street (STT) in Q4 2018, closing a stake of 18,504 shares — an estimated $1.58M sold.

CMH Wealth Management first reported a position in STT in Q2 2018 and held it in 2 quarters. The position peaked at $1.62M in Q2 2018. 818 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • CMH Wealth Management reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
  • CMH Wealth Management sold 18,504 State Street shares in Q4 2018, an estimated $1.58M.
  • CMH Wealth Management first reported a position in State Street in Q2 2018 and held it in 2 quarters.
  • CMH Wealth Management's State Street position peaked at $1.62M in Q2 2018.
  • 818 funds tracked by Wall St. Rank held State Street as of Q4 2018.

Based on CMH Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.