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

Executive 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
2019 Q3	–	Sell	-47	Closed	-$2K	–	374
2019 Q2	$2K	Hold	47	–	–	﹤0.01%	795
2019 Q1	$2K	Hold	47	–	–	﹤0.01%	727
2018 Q4	$2K	Buy	+47	New	+$1.71K	﹤0.01%	759

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Executive Wealth Management's GAL Position: Q3 2019 in Review

Executive Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q3 2019, closing a stake of 47 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in GAL in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 43 funds tracked by Wall St. Rank hold GAL as of Q3 2019.

Executive Wealth Management reported no remaining State Street Global Allocation ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 47 State Street Global Allocation ETF shares in Q3 2019, an estimated $2K.
Executive Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street Global Allocation ETF position peaked at $2K in Q2 2019.
43 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.