OPWM
PGAL

Oak Point Wealth Management’s Global X MSCI Portugal ETF PGAL Stock Holding History

Oak Point Wealth Management’s Portfolio PGAL Stock Details PGAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$340K Buy
27,977
+7,085
+34% +$87.4K 0.35% 77
2017
Q4 		$244K Buy
+20,892
New +$256K 0.24% 92

Other funds holding PGAL

PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return
CT
CPF Texas Plano, Texas $210M AUM 9.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Oak Point Wealth Management's PGAL Position: Q1 2018 in Review

Oak Point Wealth Management increased its Global X MSCI Portugal ETF (PGAL) stake by 34% in Q1 2018, buying an estimated $87.4K and bringing the position to 27,977 shares worth $340K. The position accounts for 0.35% of the portfolio, ranked #77.

Oak Point Wealth Management first reported a position in PGAL in Q4 2017 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PGAL as of Q1 2018.

  • Oak Point Wealth Management held 27,977 shares of Global X MSCI Portugal ETF worth $340K as of Q1 2018.
  • Oak Point Wealth Management bought 7,085 Global X MSCI Portugal ETF shares in Q1 2018, an estimated $87.4K.
  • Global X MSCI Portugal ETF made up 0.35% of Oak Point Wealth Management's portfolio in Q1 2018, its #77 holding.
  • Oak Point Wealth Management first reported a position in Global X MSCI Portugal ETF in Q4 2017 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Global X MSCI Portugal ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.