MFA Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

MFA Wealth Advisors’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,012	Closed	-$380K	–	55
2018 Q4	$380K	Sell	11,012 -143,747	-93%	-$5.23M	0.38%	30
2018 Q3	$5.63M	Sell	154,759 -213,304	-58%	-$8.17M	4.2%	7
2018 Q2	$14.1M	Buy	368,063 +19,588	+6%	+$750K	9.29%	3
2018 Q1	$13.3M	Sell	348,475 -13,827	-4%	-$537K	10.02%	3
2017 Q4	$14.4M	Buy	+362,302	New	+$13.6M	9.79%	2

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

MFA Wealth Advisors's GAL Position: Q1 2019 in Review

MFA Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q1 2019, closing a stake of 11,012 shares — an estimated $380K sold.

MFA Wealth Advisors first reported a position in GAL in Q4 2017 and held it in 5 quarters. The position peaked at $14.4M in Q4 2017. 45 funds tracked by Wall St. Rank hold GAL as of Q1 2019.

MFA Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q1 2019 after selling out during the quarter.
MFA Wealth Advisors sold 11,012 State Street Global Allocation ETF shares in Q1 2019, an estimated $380K.
MFA Wealth Advisors first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 5 quarters.
MFA Wealth Advisors's State Street Global Allocation ETF position peaked at $14.4M in Q4 2017.
45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2019.

Based on MFA Wealth Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.