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

CT Financial 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
2017 Q1	$13.6K	Hold	432	–	–	0.01%	404
2016 Q4	$12.5K	Buy	432 +17	+4%	+$512	0.01%	403
2016 Q3	$13K	Hold	415	–	–	0.01%	396
2016 Q2	$12.1K	Hold	415	–	–	0.01%	409
2016 Q1	$11.8K	Buy	415 +1	+0.2%	+$27	0.01%	429
2015 Q4	$11.7K	Buy	414 +10	+2%	+$288	0.01%	436
2015 Q3	$11.1K	Hold	404	–	–	0.01%	446
2015 Q2	$12.3K	Sell	404 -940	-70%	-$28.9K	0.01%	442
2015 Q1	$38.9K	Buy	1,344 +154	+13%	+$4.33K	0.02%	329
2014 Q4	$32.5K	Buy	+1,190	New	+$36.7K	0.02%	277
2014 Q1	$38.9K	Buy	+1,344	New	+$44.9K	0.02%	329

Other funds holding GWX

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

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

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

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

BWM

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

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

GFPC

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

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

CT Financial Advisors's GWX Position: Q1 2017 in Review

CT Financial Advisors held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q1 2017 at 432 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #404.

CT Financial Advisors first reported a position in GWX in Q1 2014 and has held it in 11 quarters since. The position peaked at $38.9K in Q1 2015. 115 funds tracked by Wall St. Rank hold GWX as of Q1 2017.

CT Financial Advisors held 432 shares of State Street SPDR S&P International Small Cap ETF worth $13.6K as of Q1 2017.
CT Financial Advisors left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q1 2017.
State Street SPDR S&P International Small Cap ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #404 holding.
CT Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $38.9K in Q1 2015.
115 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.