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Retirement Group’s State Street Global Allocation ETF GAL Stock Holding History

Retirement Group’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-513
Closed -$21K – 754
2020
Q4 		$21K Sell
513
-1
-0.2% -$41 0.01% 350
2020
Q3 		$20K Buy
514
+2
+0.4% +$78 0.01% 327
2020
Q2 		$19K Buy
+512
New +$18.1K 0.01% 320
2019
Q4 		$30K Buy
+756
New +$29.7K 0.02% 276

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Retirement Group's GAL Position: Q1 2021 in Review

Retirement Group sold out of State Street Global Allocation ETF (GAL) in Q1 2021, closing a stake of 513 shares — an estimated $21K sold.

Retirement Group first reported a position in GAL in Q4 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 42 funds tracked by Wall St. Rank hold GAL as of Q1 2021.

  • Retirement Group reported no remaining State Street Global Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Retirement Group sold 513 State Street Global Allocation ETF shares in Q1 2021, an estimated $21K.
  • Retirement Group first reported a position in State Street Global Allocation ETF in Q4 2019 and held it in 4 quarters.
  • Retirement Group's State Street Global Allocation ETF position peaked at $30K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2021.

Based on Retirement Group's 13F filing for Q1 2021, filed 4 May 2021.