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Doyle Wealth Management’s State Street STT Stock Holding History

Doyle Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$6K – 694
2019
Q2 		$6K Buy
+100
New +$6.21K ﹤0.01% 716
2019
Q1 		– Sell
-100
Closed -$6K – 678
2018
Q4 		$6K Buy
+100
New +$7.16K ﹤0.01% 704

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Doyle Wealth Management's STT Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street (STT) in Q3 2019, closing a stake of 100 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in STT in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 745 funds tracked by Wall St. Rank hold STT as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 State Street shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in State Street in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street position peaked at $6K in Q2 2019.
  • 745 funds tracked by Wall St. Rank held State Street as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.