Polaris Wealth Advisory Group’s State Street SPDR S&P China ETF GXC Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-10	Closed	-$1K	–	181
2013 Q4	$1K	Buy	+10	New	+$767	﹤0.01%	177

Other funds holding GXC

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Polaris Wealth Advisory Group's GXC Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P China ETF (GXC) in Q1 2014, closing a stake of 10 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in GXC in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 88 funds tracked by Wall St. Rank hold GXC as of Q1 2014.

Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P China ETF position as of Q1 2014 after selling out during the quarter.
Polaris Wealth Advisory Group sold 10 State Street SPDR S&P China ETF shares in Q1 2014, an estimated $1K.
Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P China ETF in Q4 2013 and held it in 1 quarter.
Polaris Wealth Advisory Group's State Street SPDR S&P China ETF position peaked at $1K in Q4 2013.
88 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.