Fiduciary Trust International’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Fiduciary Trust International’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-27,577	Closed	-$2.13M	–	155
2019 Q4	$2.13M	Hold	27,577	–	–	0.34%	55
2019 Q3	$2.03M	Hold	27,577	–	–	0.42%	51
2019 Q2	$2.03M	Buy	+27,577	New	+$1.99M	0.46%	49
2018 Q4	–	Sell	-12,987	Closed	-$997K	–	678
2018 Q3	$997K	Buy	+12,987	New	+$981K	0.29%	58

Other funds holding SHE

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Fiduciary Trust International's SHE Position: Q1 2020 in Review

Fiduciary Trust International sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2020, closing a stake of 27,577 shares — an estimated $2.13M sold.

Fiduciary Trust International first reported a position in SHE in Q3 2018 and held it in 4 quarters. The position peaked at $2.13M in Q4 2019. 66 funds tracked by Wall St. Rank hold SHE as of Q1 2020.

Fiduciary Trust International reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2020 after selling out during the quarter.
Fiduciary Trust International sold 27,577 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2020, an estimated $2.13M.
Fiduciary Trust International first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and held it in 4 quarters.
Fiduciary Trust International's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $2.13M in Q4 2019.
66 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2020.

Based on Fiduciary Trust International's 13F filing for Q1 2020, filed 7 May 2020.