MacGuire Cheswick & Tuttle Investment Counsel’s State Street STT Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,650	Closed	-$208K	–	99
2014 Q4	$208K	Buy	+2,650	New	+$199K	0.05%	96
2014 Q2	–	Sell	-3,500	Closed	-$243K	–	93
2014 Q1	$243K	Hold	3,500	–	–	0.06%	88
2013 Q4	$257K	Hold	3,500	–	–	0.06%	90
2013 Q3	$230K	Buy	+3,500	New	+$239K	0.06%	88

Other funds holding STT

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's STT Position: Q1 2015 in Review

MacGuire Cheswick & Tuttle Investment Counsel sold out of State Street (STT) in Q1 2015, closing a stake of 2,650 shares — an estimated $208K sold.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in STT in Q3 2013 and held it in 4 quarters. The position peaked at $257K in Q4 2013. 720 funds tracked by Wall St. Rank hold STT as of Q1 2015.

MacGuire Cheswick & Tuttle Investment Counsel reported no remaining State Street position as of Q1 2015 after selling out during the quarter.
MacGuire Cheswick & Tuttle Investment Counsel sold 2,650 State Street shares in Q1 2015, an estimated $208K.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in State Street in Q3 2013 and held it in 4 quarters.
MacGuire Cheswick & Tuttle Investment Counsel's State Street position peaked at $257K in Q4 2013.
720 funds tracked by Wall St. Rank held State Street as of Q1 2015.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q1 2015, filed 29 Apr 2015.