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D. Scott Neal’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

D. Scott Neal’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-33
Closed -$1K – 91
2018
Q1 		$1K Sell
33
-9,851
-100% -$261K ﹤0.01% 162
2017
Q4 		$257K Sell
9,884
-2,280
-19% -$58.6K 0.15% 38
2017
Q3 		$307K Buy
12,164
+2,393
+24% +$58.9K 0.19% 34
2017
Q2 		$232K Sell
9,771
-183
-2% -$4.3K 0.16% 38
2017
Q1 		$226K Buy
9,954
+9,837
+8,408% +$217K 0.15% 39
2016
Q4 		$2K Buy
+117
New +$2.47K ﹤0.01% 150

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

D. Scott Neal's CWI Position: Q2 2018 in Review

D. Scott Neal sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

D. Scott Neal first reported a position in CWI in Q4 2016 and held it in 6 quarters. The position peaked at $307K in Q3 2017. 142 funds tracked by Wall St. Rank hold CWI as of Q2 2018.

  • D. Scott Neal reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 33 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2018, an estimated $1K.
  • D. Scott Neal first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2016 and held it in 6 quarters.
  • D. Scott Neal's State Street SPDR MSCI ACWI ex-US ETF position peaked at $307K in Q3 2017.
  • 142 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.