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Measured Wealth Private Client Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Measured Wealth Private Client Group’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,200
Closed -$41K – 351
2018
Q3 		$41K Buy
+1,200
New +$40.9K 0.02% 396

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's GWX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2018, closing a stake of 1,200 shares — an estimated $41K sold.

Measured Wealth Private Client Group first reported a position in GWX in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 176 funds tracked by Wall St. Rank hold GWX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,200 State Street SPDR S&P International Small Cap ETF shares in Q4 2018, an estimated $41K.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's State Street SPDR S&P International Small Cap ETF position peaked at $41K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.