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Marino Stram & Associates’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-6,522
Closed -$157K – 185
2019
Q1 		$157K Buy
+6,522
New +$153K 0.11% 86

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marino Stram & Associates's CWI Position: Q2 2019 in Review

Marino Stram & Associates sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2019, closing a stake of 6,522 shares — an estimated $157K sold.

Marino Stram & Associates first reported a position in CWI in Q1 2019 and held it in 1 quarter. The position peaked at $157K in Q1 2019. 172 funds tracked by Wall St. Rank hold CWI as of Q2 2019.

  • Marino Stram & Associates reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 6,522 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2019, an estimated $157K.
  • Marino Stram & Associates first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2019 and held it in 1 quarter.
  • Marino Stram & Associates's State Street SPDR MSCI ACWI ex-US ETF position peaked at $157K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.