Forvis Mazars Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Forvis Mazars Wealth Advisors’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
2018 Q2	–	Sell	-12,658	Closed	-$483K	–	236
2018 Q1	$483K	Buy	+12,658	New	+$491K	0.05%	146

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

BWA

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

Forvis Mazars Wealth Advisors's GAL Position: Q2 2018 in Review

Forvis Mazars Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q2 2018, closing a stake of 12,658 shares — an estimated $483K sold.

Forvis Mazars Wealth Advisors first reported a position in GAL in Q1 2018 and held it in 1 quarter. The position peaked at $483K in Q1 2018. 49 funds tracked by Wall St. Rank hold GAL as of Q2 2018.

Forvis Mazars Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q2 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 12,658 State Street Global Allocation ETF shares in Q2 2018, an estimated $483K.
Forvis Mazars Wealth Advisors first reported a position in State Street Global Allocation ETF in Q1 2018 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's State Street Global Allocation ETF position peaked at $483K in Q1 2018.
49 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.