Ken Fisher
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Ken Fisher’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Ken Fisher’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-65,879
Closed -$1.47M – 575
2014
Q4 		$1.47M Buy
+65,879
New +$1.5M ﹤0.01% 393

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ken Fisher's CWI Position: Q1 2015 in Review

Ken Fisher sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2015, closing a stake of 65,879 shares — an estimated $1.47M sold.

Ken Fisher first reported a position in CWI in Q4 2014 and held it in 1 quarter. The position peaked at $1.47M in Q4 2014. 79 funds tracked by Wall St. Rank hold CWI as of Q1 2015.

  • Ken Fisher reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2015 after selling out during the quarter.
  • Ken Fisher sold 65,879 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2015, an estimated $1.47M.
  • Ken Fisher first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2014 and held it in 1 quarter.
  • Ken Fisher's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.47M in Q4 2014.
  • 79 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2015.

Based on Fisher Asset Management's 13F filing for Q1 2015, filed 30 Apr 2015.