D.B. Root & Company’s State Street Global Allocation ETF GAL Stock Holding History

D.B. Root & Company’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 Q3	–	Sell	-5,895	Closed	-$223K	–	213
2018 Q2	$223K	Sell	5,895 -1,225	-17%	-$46.9K	0.11%	191
2018 Q1	$271K	Sell	7,120 -613	-8%	-$23.8K	0.14%	159
2017 Q4	$296K	Buy	+7,733	New	+$291K	0.25%	88

Other funds holding GAL

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

BWA

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

D.B. Root & Company's GAL Position: Q3 2018 in Review

D.B. Root & Company sold out of State Street Global Allocation ETF (GAL) in Q3 2018, closing a stake of 5,895 shares — an estimated $223K sold.

D.B. Root & Company first reported a position in GAL in Q4 2017 and held it in 3 quarters. The position peaked at $296K in Q4 2017. 44 funds tracked by Wall St. Rank hold GAL as of Q3 2018.

D.B. Root & Company reported no remaining State Street Global Allocation ETF position as of Q3 2018 after selling out during the quarter.
D.B. Root & Company sold 5,895 State Street Global Allocation ETF shares in Q3 2018, an estimated $223K.
D.B. Root & Company first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 3 quarters.
D.B. Root & Company's State Street Global Allocation ETF position peaked at $296K in Q4 2017.
44 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2018.

Based on D.B. Root & Company's 13F filing for Q3 2018, filed 5 Nov 2018.