Hartford Financial Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Hartford Financial 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
2019 Q1	–	Sell	-1,496	Closed	-$33K	–	370
2018 Q4	$33K	Hold	1,496	–	–	0.01%	237
2018 Q3	$37K	Hold	1,496	–	–	0.01%	246
2018 Q2	$37K	Buy	+1,496	New	+$38.5K	0.01%	245
2017 Q4	–	Sell	-1,479	Closed	-$37K	–	347
2017 Q3	$37K	Buy	+1,479	New	+$36.4K	0.02%	204
2017 Q2	–	Sell	-1,379	Closed	-$31K	–	370
2017 Q1	$31K	Buy	+1,379	New	+$30.5K	0.02%	201

Other funds holding CWI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Hartford Financial Management's CWI Position: Q1 2019 in Review

Hartford Financial Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2019, closing a stake of 1,496 shares — an estimated $33K sold.

Hartford Financial Management first reported a position in CWI in Q1 2017 and held it in 5 quarters. The position peaked at $37K in Q3 2018. 167 funds tracked by Wall St. Rank hold CWI as of Q1 2019.

Hartford Financial Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2019 after selling out during the quarter.
Hartford Financial Management sold 1,496 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2019, an estimated $33K.
Hartford Financial Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and held it in 5 quarters.
Hartford Financial Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $37K in Q3 2018.
167 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2019.

Based on Hartford Financial Management's 13F filing for Q1 2019, filed 8 May 2019.