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Hanson & Doremus Investment Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Hanson & Doremus Investment 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
2016
Q3 		– Sell
-122
Closed -$2K – 447
2016
Q2 		$2K Hold
122
– – ﹤0.01% 424
2016
Q1 		$2K Buy
+122
New +$2.37K ﹤0.01% 439

Other funds holding CWI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hanson & Doremus Investment Management's CWI Position: Q3 2016 in Review

Hanson & Doremus Investment Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2016, closing a stake of 122 shares — an estimated $2K sold.

Hanson & Doremus Investment Management first reported a position in CWI in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 105 funds tracked by Wall St. Rank hold CWI as of Q3 2016.

  • Hanson & Doremus Investment Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2016 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 122 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2016, an estimated $2K.
  • Hanson & Doremus Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2016 and held it in 2 quarters.
  • Hanson & Doremus Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2016.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.