GWMIA
GII icon

Global Wealth Management Investment Advisory’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$2K – 732
2019
Q1 		$2K Buy
+40
New +$1.97K ﹤0.01% 549

Other funds holding GII

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Global Wealth Management Investment Advisory's GII Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2019, closing a stake of 40 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in GII in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 50 funds tracked by Wall St. Rank hold GII as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 40 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P Global Infrastructure ETF position peaked at $2K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.