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Colony Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Colony Group’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
2019
Q1 		– Sell
-7,686
Closed -$215K – 644
2018
Q4 		$215K Buy
+7,686
New +$236K 0.01% 461

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Colony Group's GWX Position: Q1 2019 in Review

Colony Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2019, closing a stake of 7,686 shares — an estimated $215K sold.

Colony Group first reported a position in GWX in Q4 2018 and held it in 1 quarter. The position peaked at $215K in Q4 2018. 180 funds tracked by Wall St. Rank hold GWX as of Q1 2019.

  • Colony Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Colony Group sold 7,686 State Street SPDR S&P International Small Cap ETF shares in Q1 2019, an estimated $215K.
  • Colony Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 1 quarter.
  • Colony Group's State Street SPDR S&P International Small Cap ETF position peaked at $215K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2019.

Based on Colony Group's 13F filing for Q1 2019, filed 15 May 2019.