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Moneta Group Investment Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-7,760
Closed -$266K – 294
2018
Q2 		$266K Buy
+7,760
New +$276K 0.03% 220

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Moneta Group Investment Advisors's GWX Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2018, closing a stake of 7,760 shares — an estimated $266K sold.

Moneta Group Investment Advisors first reported a position in GWX in Q2 2018 and held it in 1 quarter. The position peaked at $266K in Q2 2018. 148 funds tracked by Wall St. Rank hold GWX as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,760 State Street SPDR S&P International Small Cap ETF shares in Q3 2018, an estimated $266K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $266K in Q2 2018.
  • 148 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.