Envestnet Asset Management’s State Street Global Allocation ETF GAL Stock Holding History

Envestnet Asset 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
2019 Q4	–	Sell	-6,457	Closed	-$249K	–	3109
2019 Q3	$249K	Buy	+6,457	New	+$248K	﹤0.01%	2765
2018 Q3	–	Sell	-9,765	Closed	-$369K	–	1757
2018 Q2	$369K	Buy	9,765 +219	+2%	+$8.39K	﹤0.01%	1434
2018 Q1	$364K	Sell	9,546 -4,145	-30%	-$161K	﹤0.01%	1335
2017 Q4	$524K	Sell	13,691 -1,419	-9%	-$53.4K	﹤0.01%	1467
2017 Q3	$557K	Sell	15,110 -9,121	-38%	-$331K	﹤0.01%	1413
2017 Q2	$862K	Sell	24,231 -51,184	-68%	-$1.81M	﹤0.01%	1248
2017 Q1	$2.6M	Sell	75,415 -3,804	-5%	-$129K	0.01%	825
2016 Q4	$2.62M	Buy	79,219 +2,759	+4%	+$91.5K	0.01%	807
2016 Q3	$2.6M	Sell	76,460 -98,831	-56%	-$3.35M	0.01%	831
2016 Q2	$5.85M	Buy	175,291 +8,558	+5%	+$284K	0.02%	568
2016 Q1	$5.5M	Sell	166,733 -6,487	-4%	-$207K	0.02%	553
2015 Q4	$5.69M	Sell	173,220 -39,486	-19%	-$1.33M	0.03%	530
2015 Q3	$6.91M	Buy	212,706 +7,570	+4%	+$258K	0.03%	437
2015 Q2	$7.11M	Buy	205,136 +66,480	+48%	+$2.37M	0.03%	474
2015 Q1	$4.93M	Buy	+138,656	New	+$4.89M	0.03%	566

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

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

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

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

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 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

SBSB

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

Envestnet Asset Management's GAL Position: Q4 2019 in Review

Envestnet Asset Management sold out of State Street Global Allocation ETF (GAL) in Q4 2019, closing a stake of 6,457 shares — an estimated $249K sold.

Envestnet Asset Management first reported a position in GAL in Q1 2015 and held it in 15 quarters. The position peaked at $7.11M in Q2 2015. 45 funds tracked by Wall St. Rank hold GAL as of Q4 2019.

Envestnet Asset Management reported no remaining State Street Global Allocation ETF position as of Q4 2019 after selling out during the quarter.
Envestnet Asset Management sold 6,457 State Street Global Allocation ETF shares in Q4 2019, an estimated $249K.
Envestnet Asset Management first reported a position in State Street Global Allocation ETF in Q1 2015 and held it in 15 quarters.
Envestnet Asset Management's State Street Global Allocation ETF position peaked at $7.11M in Q2 2015.
45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2019.

Based on Envestnet Asset Management's 13F filing for Q4 2019, filed 11 Feb 2020.