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Geneva Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Geneva Advisors’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
2017
Q2 		$477K Buy
20,085
+3,615
+22% +$85K 0.01% 524
2017
Q1 		$375K Buy
+16,470
New +$364K 0.01% 558

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Geneva Advisors's CWI Position: Q2 2017 in Review

Geneva Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 22% in Q2 2017, buying an estimated $85K and bringing the position to 20,085 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #524.

Geneva Advisors first reported a position in CWI in Q1 2017 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold CWI as of Q2 2017.

  • Geneva Advisors held 20,085 shares of State Street SPDR MSCI ACWI ex-US ETF worth $477K as of Q2 2017.
  • Geneva Advisors bought 3,615 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2017, an estimated $85K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #524 holding.
  • Geneva Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.