KCS Wealth Advisory’s State Street STT Stock Holding History

KCS Wealth Advisory’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-17	Closed	-$1.01K	–	368
2019 Q3	$1.01K	Buy	+17	New	+$943	﹤0.01%	434

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCS Wealth Advisory's STT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street (STT) in Q4 2019, closing a stake of 17 shares — an estimated $1.01K sold.

KCS Wealth Advisory first reported a position in STT in Q3 2019 and held it in 1 quarter. The position peaked at $1.01K in Q3 2019. 839 funds tracked by Wall St. Rank hold STT as of Q4 2019.

KCS Wealth Advisory reported no remaining State Street position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 17 State Street shares in Q4 2019, an estimated $1.01K.
KCS Wealth Advisory first reported a position in State Street in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's State Street position peaked at $1.01K in Q3 2019.
839 funds tracked by Wall St. Rank held State Street as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.