Gary Goldberg Planning Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Gary Goldberg Planning Services’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$3K	Hold	113	–	–	﹤0.01%	418
2014 Q3	$3K	Sell	113 -37	-25%	-$905	﹤0.01%	442
2014 Q2	$4K	Hold	150	–	–	﹤0.01%	379
2014 Q1	$4K	Hold	150	–	–	﹤0.01%	362
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	325
2013 Q3	$3K	Hold	150	–	–	﹤0.01%	336
2013 Q2	$3K	Buy	+150	New	+$3.31K	﹤0.01%	339

Other funds holding CWI

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Gary Goldberg Planning Services's CWI Position: Q4 2014 in Review

Gary Goldberg Planning Services held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q4 2014 at 113 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Gary Goldberg Planning Services first reported a position in CWI in Q2 2013 and has held it in 7 quarters since. The position peaked at $4K in Q2 2014. 70 funds tracked by Wall St. Rank hold CWI as of Q4 2014.

Gary Goldberg Planning Services held 113 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3K as of Q4 2014.
Gary Goldberg Planning Services left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q4 2014.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #418 holding.
Gary Goldberg Planning Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $4K in Q2 2014.
70 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.