Hobart Private Capital’s State Street Global Allocation ETF GAL Stock Holding History

Hobart Private Capital’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 Q2	–	Sell	-14,192	Closed	-$465K	–	150
2020 Q1	$465K	Sell	14,192 -568	-4%	-$21.4K	0.32%	76
2019 Q4	$591K	Sell	14,760 -252	-2%	-$9.91K	0.36%	65
2019 Q3	$579K	Sell	15,012 -28	-0.2%	-$1.08K	0.39%	59
2019 Q2	$576K	Sell	15,040 -477	-3%	-$18.1K	0.4%	59
2019 Q1	$585K	Sell	15,517 -1	-0%	-$37	0.44%	62
2018 Q4	$536K	Sell	15,518 -1,825	-11%	-$66.4K	0.46%	65
2018 Q3	$670K	Buy	17,343 +3,109	+22%	+$119K	0.51%	56
2018 Q2	$538K	Buy	+14,234	New	+$545K	0.44%	69

Other funds holding GAL

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

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SBSB

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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Hobart Private Capital's GAL Position: Q2 2020 in Review

Hobart Private Capital sold out of State Street Global Allocation ETF (GAL) in Q2 2020, closing a stake of 14,192 shares — an estimated $465K sold.

Hobart Private Capital first reported a position in GAL in Q2 2018 and held it in 8 quarters. The position peaked at $670K in Q3 2018. 41 funds tracked by Wall St. Rank hold GAL as of Q2 2020.

Hobart Private Capital reported no remaining State Street Global Allocation ETF position as of Q2 2020 after selling out during the quarter.
Hobart Private Capital sold 14,192 State Street Global Allocation ETF shares in Q2 2020, an estimated $465K.
Hobart Private Capital first reported a position in State Street Global Allocation ETF in Q2 2018 and held it in 8 quarters.
Hobart Private Capital's State Street Global Allocation ETF position peaked at $670K in Q3 2018.
41 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2020.

Based on Hobart Private Capital's 13F filing for Q2 2020, filed 11 Mar 2024.