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EP Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

EP Wealth Advisors’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,940
Closed -$420K – 145
2014
Q4 		$420K Buy
+12,940
New +$415K 0.07% 91

Other funds holding SPGM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

EP Wealth Advisors's SPGM Position: Q1 2015 in Review

EP Wealth Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2015, closing a stake of 12,940 shares — an estimated $420K sold.

EP Wealth Advisors first reported a position in SPGM in Q4 2014 and held it in 1 quarter. The position peaked at $420K in Q4 2014. 13 funds tracked by Wall St. Rank hold SPGM as of Q1 2015.

  • EP Wealth Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 12,940 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2015, an estimated $420K.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2014 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $420K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2015.

Based on EP Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.