NEXT Financial Holdings’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$24K	Buy	+975	New	+$22.9K	0.01%	914

Other funds holding CWI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

NEXT Financial Holdings's CWI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2019: 975 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings.

167 funds tracked by Wall St. Rank hold CWI as of Q1 2019.

NEXT Financial Holdings held 975 shares of State Street SPDR MSCI ACWI ex-US ETF worth $24K as of Q1 2019.
State Street SPDR MSCI ACWI ex-US ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #914 holding.
167 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.