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Legacy Wealth Management (Tennessee)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-3,482
Closed -$73.1K – 20
2016
Q4 		$73.1K Buy
+3,482
New +$73.5K 0.02% 23

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s CWI Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2017, closing a stake of 3,482 shares — an estimated $73.1K sold.

Legacy Wealth Management (Tennessee) first reported a position in CWI in Q4 2016 and held it in 1 quarter. The position peaked at $73.1K in Q4 2016. 120 funds tracked by Wall St. Rank hold CWI as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 3,482 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2017, an estimated $73.1K.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $73.1K in Q4 2016.
  • 120 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.