Garrett Wealth Advisory Group’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Garrett Wealth Advisory Group’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-299	Closed	-$20.1K	–	765
2019 Q3	$20.1K	Buy	+299	New	+$20K	0.01%	207

Other funds holding SLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

Garrett Wealth Advisory Group's SLY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2019, closing a stake of 299 shares — an estimated $20.1K sold.

Garrett Wealth Advisory Group first reported a position in SLY in Q3 2019 and held it in 1 quarter. The position peaked at $20.1K in Q3 2019. 175 funds tracked by Wall St. Rank hold SLY as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 299 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2019, an estimated $20.1K.
Garrett Wealth Advisory Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $20.1K in Q3 2019.
175 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.