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

OTA 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
2013
Q4 		– Sell
-10,585
Closed -$346 – 123
2013
Q3 		$346 Buy
+10,585
New +$330K 0.19% 53

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

OTA Financial Group's GWX Position: Q4 2013 in Review

OTA Financial Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2013, closing a stake of 10,585 shares — an estimated $346 sold.

OTA Financial Group first reported a position in GWX in Q3 2013 and held it in 1 quarter. The position peaked at $346 in Q3 2013. 93 funds tracked by Wall St. Rank hold GWX as of Q4 2013.

  • OTA Financial Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2013 after selling out during the quarter.
  • OTA Financial Group sold 10,585 State Street SPDR S&P International Small Cap ETF shares in Q4 2013, an estimated $346.
  • OTA Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2013 and held it in 1 quarter.
  • OTA Financial Group's State Street SPDR S&P International Small Cap ETF position peaked at $346 in Q3 2013.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2013.

Based on OTA Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.