Legacy Financial Strategies’s State Street Global Allocation ETF GAL Stock Holding History

Legacy Financial Strategies’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 Q3	–	Sell	-15,549	Closed	-$587K	–	61
2018 Q2	$587K	Buy	15,549 +1,361	+10%	+$52.1K	0.53%	25
2018 Q1	$541K	Sell	14,188 -261	-2%	-$10.1K	0.53%	29
2017 Q4	$553K	Buy	+14,449	New	+$544K	0.59%	29

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Legacy Financial Strategies's GAL Position: Q3 2018 in Review

Legacy Financial Strategies sold out of State Street Global Allocation ETF (GAL) in Q3 2018, closing a stake of 15,549 shares — an estimated $587K sold.

Legacy Financial Strategies first reported a position in GAL in Q4 2017 and held it in 3 quarters. The position peaked at $587K in Q2 2018. 44 funds tracked by Wall St. Rank hold GAL as of Q3 2018.

Legacy Financial Strategies reported no remaining State Street Global Allocation ETF position as of Q3 2018 after selling out during the quarter.
Legacy Financial Strategies sold 15,549 State Street Global Allocation ETF shares in Q3 2018, an estimated $587K.
Legacy Financial Strategies first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 3 quarters.
Legacy Financial Strategies's State Street Global Allocation ETF position peaked at $587K in Q2 2018.
44 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.