Global Wealth Management Investment Advisory’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-19	Closed	-$1K	–	741
2019 Q2	$1K	Sell	19 -25	-57%	-$1.35K	﹤0.01%	669
2019 Q1	$2K	Sell	44 -128	-74%	-$6.88K	﹤0.01%	582
2018 Q4	$9K	Buy	+172	New	+$9K	0.01%	412

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's WIP Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2019, closing a stake of 19 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WIP in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q4 2018. 82 funds tracked by Wall St. Rank hold WIP as of Q3 2019.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 19 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2019, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and held it in 3 quarters.
Global Wealth Management Investment Advisory's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $9K in Q4 2018.
82 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.