Kiley Juergens Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-900	Closed	-$30K	–	282
2018 Q3	$30K	Hold	900	–	–	0.02%	305
2018 Q2	$30K	Buy	+900	New	+$32K	0.03%	269
2018 Q1	–	Sell	-900	Closed	-$31K	–	295
2017 Q4	$31K	Buy	+900	New	+$32K	0.03%	274

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

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

Kiley Juergens Wealth Management's GWX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2018, closing a stake of 900 shares — an estimated $30K sold.

Kiley Juergens Wealth Management first reported a position in GWX in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q4 2017. 176 funds tracked by Wall St. Rank hold GWX as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 900 State Street SPDR S&P International Small Cap ETF shares in Q4 2018, an estimated $30K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $31K in Q4 2017.
176 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.