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Ellis Investment Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Ellis Investment Partners’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
2019
Q4 		– Sell
-113
Closed -$3K – 689
2019
Q3 		$3K Hold
113
– – ﹤0.01% 644
2019
Q2 		$3K Buy
+113
New +$3.41K ﹤0.01% 608

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Ellis Investment Partners's GWX Position: Q4 2019 in Review

Ellis Investment Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2019, closing a stake of 113 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in GWX in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 190 funds tracked by Wall St. Rank hold GWX as of Q4 2019.

  • Ellis Investment Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Ellis Investment Partners sold 113 State Street SPDR S&P International Small Cap ETF shares in Q4 2019, an estimated $3K.
  • Ellis Investment Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2019 and held it in 2 quarters.
  • Ellis Investment Partners's State Street SPDR S&P International Small Cap ETF position peaked at $3K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2019.

Based on Ellis Investment Partners's 13F filing for Q4 2019, filed 7 Jan 2020.