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Exchange Capital Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Exchange Capital Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-476
Closed -$12K – 157
2018
Q3 		$12K Hold
476
– – ﹤0.01% 228
2018
Q2 		$12K Hold
476
– – ﹤0.01% 212
2018
Q1 		$12K Hold
476
– – ﹤0.01% 192
2017
Q4 		$12K Hold
476
– – ﹤0.01% 180
2017
Q3 		$12K Hold
476
– – ﹤0.01% 191
2017
Q2 		$11K Hold
476
– – ﹤0.01% 173
2017
Q1 		$11K Sell
476
-97
-17% -$2.14K ﹤0.01% 164
2016
Q4 		$12K Sell
573
-6
-1% -$127 ﹤0.01% 142
2016
Q3 		$13K Hold
579
– – 0.01% 158
2016
Q2 		$12K Buy
+579
New +$11.9K ﹤0.01% 151
2015
Q1 		– Sell
-2,823
Closed -$62K – 141
2014
Q4 		$62K Sell
2,823
-6,732
-70% -$154K 0.03% 99
2014
Q3 		$223K Sell
9,555
-1,496
-14% -$36.6K 0.1% 71
2014
Q2 		$273K Sell
11,051
-2,925
-21% -$71.6K 0.12% 68
2014
Q1 		$334K Sell
13,976
-2,574
-16% -$59.9K 0.15% 66
2013
Q4 		$393K Sell
16,550
-10,377
-39% -$242K 0.19% 62
2013
Q3 		$615K Buy
26,927
+819
+3% +$18.1K 0.32% 64
2013
Q2 		$544K Buy
+26,108
New +$575K 0.3% 64

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Exchange Capital Management's CWI Position: Q4 2018 in Review

Exchange Capital Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2018, closing a stake of 476 shares — an estimated $12K sold.

Exchange Capital Management first reported a position in CWI in Q2 2013 and held it in 17 quarters. The position peaked at $615K in Q3 2013. 157 funds tracked by Wall St. Rank hold CWI as of Q4 2018.

  • Exchange Capital Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 476 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2018, an estimated $12K.
  • Exchange Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and held it in 17 quarters.
  • Exchange Capital Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $615K in Q3 2013.
  • 157 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.