MWM
GREK

MorganRosel Wealth Management’s Global X MSCI Greece ETF GREK Stock Holding History

MorganRosel Wealth Management’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,922
Closed -$84K – 72
2020
Q1 		$84K Buy
4,922
+89
+2% +$2.2K 0.1% 64
2019
Q4 		$147K Buy
+4,833
New +$141K 0.11% 74

Other funds holding GREK

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CBT
Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MorganRosel Wealth Management's GREK Position: Q2 2020 in Review

MorganRosel Wealth Management sold out of Global X MSCI Greece ETF (GREK) in Q2 2020, closing a stake of 4,922 shares — an estimated $84K sold.

MorganRosel Wealth Management first reported a position in GREK in Q4 2019 and held it in 2 quarters. The position peaked at $147K in Q4 2019. 35 funds tracked by Wall St. Rank hold GREK as of Q2 2020.

  • MorganRosel Wealth Management reported no remaining Global X MSCI Greece ETF position as of Q2 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4,922 Global X MSCI Greece ETF shares in Q2 2020, an estimated $84K.
  • MorganRosel Wealth Management first reported a position in Global X MSCI Greece ETF in Q4 2019 and held it in 2 quarters.
  • MorganRosel Wealth Management's Global X MSCI Greece ETF position peaked at $147K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q2 2020.

Based on MorganRosel Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.