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Executive Wealth Management’s State Street STT Stock Holding History

Executive Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21
Closed -$2K – 928
2018
Q4 		$2K Buy
+21
New +$1.5K ﹤0.01% 780

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's STT Position: Q1 2019 in Review

Executive Wealth Management sold out of State Street (STT) in Q1 2019, closing a stake of 21 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in STT in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 824 funds tracked by Wall St. Rank hold STT as of Q1 2019.

  • Executive Wealth Management reported no remaining State Street position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 21 State Street shares in Q1 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in State Street in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's State Street position peaked at $2K in Q4 2018.
  • 824 funds tracked by Wall St. Rank held State Street as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.