Nations Financial Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Nations Financial 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
2017 Q3	–	Sell	-12,366	Closed	-$413K	–	152
2017 Q2	$413K	Sell	12,366 -885	-7%	-$28.8K	0.34%	89
2017 Q1	$418K	Hold	13,251	–	–	0.41%	73
2016 Q4	$384K	Sell	13,251 -954	-7%	-$28.7K	0.41%	74
2016 Q3	$446K	Buy	14,205 +1	+0%	+$30	0.44%	69
2016 Q2	$413K	Sell	14,204 -262	-2%	-$7.68K	0.43%	68
2016 Q1	$413K	Hold	14,466	–	–	0.47%	68
2015 Q4	$408K	Buy	+14,466	New	+$416K	0.53%	61

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

Nations Financial Group's GWX Position: Q3 2017 in Review

Nations Financial Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2017, closing a stake of 12,366 shares — an estimated $413K sold.

Nations Financial Group first reported a position in GWX in Q4 2015 and held it in 7 quarters. The position peaked at $446K in Q3 2016. 114 funds tracked by Wall St. Rank hold GWX as of Q3 2017.

Nations Financial Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2017 after selling out during the quarter.
Nations Financial Group sold 12,366 State Street SPDR S&P International Small Cap ETF shares in Q3 2017, an estimated $413K.
Nations Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2015 and held it in 7 quarters.
Nations Financial Group's State Street SPDR S&P International Small Cap ETF position peaked at $446K in Q3 2016.
114 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2017.

Based on Nations Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.