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Grimes & Company’s State Street Global Allocation ETF GAL Stock Holding History

Grimes & Company’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-27,402
Closed -$1.01M – 255
2020
Q2 		$1.01M Buy
+27,402
New +$971K 0.07% 125

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Grimes & Company's GAL Position: Q3 2020 in Review

Grimes & Company sold out of State Street Global Allocation ETF (GAL) in Q3 2020, closing a stake of 27,402 shares — an estimated $1.01M sold.

Grimes & Company first reported a position in GAL in Q2 2020 and held it in 1 quarter. The position peaked at $1.01M in Q2 2020. 42 funds tracked by Wall St. Rank hold GAL as of Q3 2020.

  • Grimes & Company reported no remaining State Street Global Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Grimes & Company sold 27,402 State Street Global Allocation ETF shares in Q3 2020, an estimated $1.01M.
  • Grimes & Company first reported a position in State Street Global Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Grimes & Company's State Street Global Allocation ETF position peaked at $1.01M in Q2 2020.
  • 42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2020.

Based on Grimes & Company's 13F filing for Q3 2020, filed 12 Nov 2020.