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

Piershale Financial Group’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
2013
Q4 		– Sell
-3,063
Closed -$70K – 146
2013
Q3 		$70K Buy
+3,063
New +$67.6K 0.06% 36

Other funds holding CWI

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Piershale Financial Group's CWI Position: Q4 2013 in Review

Piershale Financial Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2013, closing a stake of 3,063 shares — an estimated $70K sold.

Piershale Financial Group first reported a position in CWI in Q3 2013 and held it in 1 quarter. The position peaked at $70K in Q3 2013. 59 funds tracked by Wall St. Rank hold CWI as of Q4 2013.

  • Piershale Financial Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2013 after selling out during the quarter.
  • Piershale Financial Group sold 3,063 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2013, an estimated $70K.
  • Piershale Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2013 and held it in 1 quarter.
  • Piershale Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $70K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2013.

Based on Piershale Financial Group's 13F filing for Q4 2013, filed 4 Feb 2014.