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Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 		– Sell
-525
Closed -$12K – 389
2017
Q1 		$12K Buy
+525
New +$11.6K ﹤0.01% 277

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $994M AUM 15.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's CWI Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2017, closing a stake of 525 shares — an estimated $12K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CWI in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 121 funds tracked by Wall St. Rank hold CWI as of Q2 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 525 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2017, an estimated $12K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $12K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.