Edge Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-135	Closed	-$5K	–	520
2020 Q2	$5K	Hold	135	–	–	﹤0.01%	548
2020 Q1	$4K	Hold	135	–	–	﹤0.01%	496
2019 Q4	$5K	Hold	135	–	–	﹤0.01%	487
2019 Q3	$5K	Hold	135	–	–	﹤0.01%	478
2019 Q2	$5K	Hold	135	–	–	﹤0.01%	480
2019 Q1	$5K	Hold	135	–	–	﹤0.01%	465
2018 Q4	$5K	Sell	135 -50	-27%	-$1.82K	﹤0.01%	468
2018 Q3	$7K	Sell	185 -265	-59%	-$10.2K	﹤0.01%	471
2018 Q2	$17K	Hold	450	–	–	﹤0.01%	367
2018 Q1	$17K	Sell	450 -65	-13%	-$2.52K	﹤0.01%	324
2017 Q4	$19K	Buy	+515	New	+$19.4K	0.01%	315

Other funds holding GAL

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

RJA

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

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

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Edge Wealth Management's GAL Position: Q3 2020 in Review

Edge Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q3 2020, closing a stake of 135 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in GAL in Q4 2017 and held it in 11 quarters. The position peaked at $19K in Q4 2017. 42 funds tracked by Wall St. Rank hold GAL as of Q3 2020.

Edge Wealth Management reported no remaining State Street Global Allocation ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 135 State Street Global Allocation ETF shares in Q3 2020, an estimated $5K.
Edge Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 11 quarters.
Edge Wealth Management's State Street Global Allocation ETF position peaked at $19K in Q4 2017.
42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.