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Financial Counselors Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Counselors Inc’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,428
Closed -$316K – 444
2014
Q2 		$316K Buy
+10,428
New +$313K 0.02% 360

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Counselors Inc's SPDW Position: Q3 2014 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2014, closing a stake of 10,428 shares — an estimated $316K sold.

Financial Counselors Inc first reported a position in SPDW in Q2 2014 and held it in 1 quarter. The position peaked at $316K in Q2 2014. 47 funds tracked by Wall St. Rank hold SPDW as of Q3 2014.

  • Financial Counselors Inc reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2014 after selling out during the quarter.
  • Financial Counselors Inc sold 10,428 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2014, an estimated $316K.
  • Financial Counselors Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2014 and held it in 1 quarter.
  • Financial Counselors Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $316K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2014.

Based on Financial Counselors Inc's 13F filing for Q3 2014, filed 7 Nov 2014.