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MYCIO Wealth Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-798
Closed -$21K – 98
2019
Q4 		$21K Hold
798
– – ﹤0.01% 431
2019
Q3 		$19K Hold
798
– – ﹤0.01% 413
2019
Q2 		$20K Buy
+798
New +$19.3K ﹤0.01% 373

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MYCIO Wealth Partners's CWI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2020, closing a stake of 798 shares — an estimated $21K sold.

MYCIO Wealth Partners first reported a position in CWI in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 171 funds tracked by Wall St. Rank hold CWI as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 798 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2020, an estimated $21K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $21K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.