CEMP
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Compass Efficient Model Portfolios’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Compass Efficient Model Portfolios’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$61K Hold
2,002
– – 2.3% 10
2013
Q3 		$58K Buy
+2,002
New +$56.2K 0.42% 17

Other funds holding SPGM

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Compass Efficient Model Portfolios's SPGM Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q4 2013 at 2,002 shares worth $61K. The position accounts for 2.3% of the portfolio, ranked #10.

Compass Efficient Model Portfolios first reported a position in SPGM in Q3 2013 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SPGM as of Q4 2013.

  • Compass Efficient Model Portfolios held 2,002 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $61K as of Q4 2013.
  • Compass Efficient Model Portfolios left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q4 2013.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 2.3% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #10 holding.
  • Compass Efficient Model Portfolios first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2013 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.