Cooper/Haims Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Cooper/Haims Advisors’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
2018 Q2	–	Sell	-9,562	Closed	-$365K	–	61
2018 Q1	$365K	Buy	9,562 +23	+0.2%	+$893	0.32%	28
2017 Q4	$365K	Buy	+9,539	New	+$359K	0.34%	27

Other funds holding GAL

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Cooper/Haims Advisors's GAL Position: Q2 2018 in Review

Cooper/Haims Advisors sold out of State Street Global Allocation ETF (GAL) in Q2 2018, closing a stake of 9,562 shares — an estimated $365K sold.

Cooper/Haims Advisors first reported a position in GAL in Q4 2017 and held it in 2 quarters. The position peaked at $365K in Q1 2018. 49 funds tracked by Wall St. Rank hold GAL as of Q2 2018.

Cooper/Haims Advisors reported no remaining State Street Global Allocation ETF position as of Q2 2018 after selling out during the quarter.
Cooper/Haims Advisors sold 9,562 State Street Global Allocation ETF shares in Q2 2018, an estimated $365K.
Cooper/Haims Advisors first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 2 quarters.
Cooper/Haims Advisors's State Street Global Allocation ETF position peaked at $365K in Q1 2018.
49 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2018.

Based on Cooper/Haims Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.