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Managed Asset Portfolios’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Managed Asset Portfolios’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,100
Closed -$241K – 26
2017
Q4 		$241K Buy
+6,100
New +$236K 0.08% 23

Other funds holding SPGM

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Managed Asset Portfolios's SPGM Position: Q1 2018 in Review

Managed Asset Portfolios sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2018, closing a stake of 6,100 shares — an estimated $241K sold.

Managed Asset Portfolios first reported a position in SPGM in Q4 2017 and held it in 1 quarter. The position peaked at $241K in Q4 2017. 29 funds tracked by Wall St. Rank hold SPGM as of Q1 2018.

  • Managed Asset Portfolios reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2018 after selling out during the quarter.
  • Managed Asset Portfolios sold 6,100 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2018, an estimated $241K.
  • Managed Asset Portfolios first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and held it in 1 quarter.
  • Managed Asset Portfolios's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $241K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2018.

Based on Managed Asset Portfolios's 13F filing for Q1 2018, filed 15 May 2018.