Luther King Capital Management (LKCM)
CWI icon

Luther King Capital Management (LKCM)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Luther King Capital Management (LKCM)’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
2016
Q3 		– Sell
-19,646
Closed -$399K – 495
2016
Q2 		$399K Buy
+19,646
New +$405K ﹤0.01% 421

Other funds holding CWI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CWI Position: Q3 2016 in Review

Luther King Capital Management (LKCM) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2016, closing a stake of 19,646 shares — an estimated $399K sold.

Luther King Capital Management (LKCM) first reported a position in CWI in Q2 2016 and held it in 1 quarter. The position peaked at $399K in Q2 2016. 105 funds tracked by Wall St. Rank hold CWI as of Q3 2016.

  • Luther King Capital Management (LKCM) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 19,646 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2016, an estimated $399K.
  • Luther King Capital Management (LKCM) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2016 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $399K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2016, filed 10 Nov 2016.