IFP Advisors’s State Street Global Allocation ETF GAL Stock Holding History

IFP Advisors’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
2018 Q4	–	Sell	-3,838	Closed	-$148K	–	3654
2018 Q3	$148K	Buy	3,838 +291	+8%	+$11.1K	0.01%	1249
2018 Q2	$134K	Buy	3,547 +188	+6%	+$7.2K	0.01%	1315
2018 Q1	$129K	Hold	3,359	–	–	0.01%	1229
2017 Q4	$129K	Buy	3,359 +106	+3%	+$3.99K	0.01%	1239
2017 Q3	$120K	Buy	3,253 +357	+12%	+$13K	﹤0.01%	1444
2017 Q2	$103K	Buy	2,896 +604	+26%	+$21.3K	﹤0.01%	1511
2017 Q1	$79K	Buy	2,292 +272	+13%	+$9.26K	﹤0.01%	1654
2016 Q4	$67K	Buy	2,020 +120	+6%	+$3.98K	﹤0.01%	1706
2016 Q3	$65K	Buy	1,900 +81	+4%	+$2.75K	﹤0.01%	1642
2016 Q2	$61K	Buy	+1,819	New	+$60.3K	﹤0.01%	1649

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GWAG

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IFP Advisors's GAL Position: Q4 2018 in Review

IFP Advisors sold out of State Street Global Allocation ETF (GAL) in Q4 2018, closing a stake of 3,838 shares — an estimated $148K sold.

IFP Advisors first reported a position in GAL in Q2 2016 and held it in 10 quarters. The position peaked at $148K in Q3 2018. 43 funds tracked by Wall St. Rank hold GAL as of Q4 2018.

IFP Advisors reported no remaining State Street Global Allocation ETF position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 3,838 State Street Global Allocation ETF shares in Q4 2018, an estimated $148K.
IFP Advisors first reported a position in State Street Global Allocation ETF in Q2 2016 and held it in 10 quarters.
IFP Advisors's State Street Global Allocation ETF position peaked at $148K in Q3 2018.
43 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.