Harvest Group Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Harvest Group Wealth Management’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
2019 Q4	–	Sell	-5	Closed	–	–	991
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1057
2019 Q2	$0	Hold	5	–	–	﹤0.01%	945
2019 Q1	$0	Buy	+5	New	+$184	﹤0.01%	923

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Harvest Group Wealth Management's GAL Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q4 2019, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in GAL in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 45 funds tracked by Wall St. Rank hold GAL as of Q4 2019.

Harvest Group Wealth Management reported no remaining State Street Global Allocation ETF position as of Q4 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 5 State Street Global Allocation ETF shares in Q4 2019.
Harvest Group Wealth Management first reported a position in State Street Global Allocation ETF in Q1 2019 and held it in 3 quarters.
Harvest Group Wealth Management's State Street Global Allocation ETF position peaked at $0 in Q3 2019.
45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.