Juncture Wealth Strategies’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Juncture Wealth Strategies’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,337	Closed	-$310K	–	104
2019 Q2	$310K	Sell	10,337 -6,554	-39%	-$198K	0.25%	95
2019 Q1	$512K	Sell	16,891 -4,492	-21%	-$134K	0.4%	71
2018 Q4	$597K	Buy	21,383 +2,969	+16%	+$91.1K	0.4%	54
2018 Q3	$633K	Buy	18,414 +3,007	+20%	+$102K	0.33%	67
2018 Q2	$529K	Buy	15,407 +6,362	+70%	+$226K	0.28%	69
2018 Q1	$320K	Buy	+9,045	New	+$326K	0.18%	78

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Juncture Wealth Strategies's GWX Position: Q3 2019 in Review

Juncture Wealth Strategies sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2019, closing a stake of 10,337 shares — an estimated $310K sold.

Juncture Wealth Strategies first reported a position in GWX in Q1 2018 and held it in 6 quarters. The position peaked at $633K in Q3 2018. 165 funds tracked by Wall St. Rank hold GWX as of Q3 2019.

Juncture Wealth Strategies reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 10,337 State Street SPDR S&P International Small Cap ETF shares in Q3 2019, an estimated $310K.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and held it in 6 quarters.
Juncture Wealth Strategies's State Street SPDR S&P International Small Cap ETF position peaked at $633K in Q3 2018.
165 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2019.

Based on Juncture Wealth Strategies's 13F filing for Q3 2019, filed 10 Oct 2019.