Retirement Planning Group (Kansas)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Retirement Planning Group (Kansas)’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
2020 Q1	–	Sell	-14,980	Closed	-$386K	–	59
2019 Q4	$386K	Hold	14,980	–	–	0.08%	51
2019 Q3	$360K	Sell	14,980 -1	-0%	-$24	0.08%	50
2019 Q2	$366K	Hold	14,981	–	–	0.08%	46
2019 Q1	$362K	Hold	14,981	–	–	0.09%	45
2018 Q4	$327K	Buy	+14,981	New	+$345K	0.09%	47

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CWI Position: Q1 2020 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2020, closing a stake of 14,980 shares — an estimated $386K sold.

Retirement Planning Group (Kansas) first reported a position in CWI in Q4 2018 and held it in 5 quarters. The position peaked at $386K in Q4 2019. 171 funds tracked by Wall St. Rank hold CWI as of Q1 2020.

Retirement Planning Group (Kansas) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2020 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 14,980 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2020, an estimated $386K.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 5 quarters.
Retirement Planning Group (Kansas)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $386K in Q4 2019.
171 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2020.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2020, filed 5 May 2020.