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Ropes Wealth Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Ropes Wealth Advisors’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
2017
Q2 		– Sell
-220
Closed -$7K – 541
2017
Q1 		$7K Hold
220
– – ﹤0.01% 463
2016
Q4 		$6K Hold
220
– – ﹤0.01% 461
2016
Q3 		$7K Buy
+220
New +$6.71K ﹤0.01% 424

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Ropes Wealth Advisors's GWX Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2017, closing a stake of 220 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in GWX in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q1 2017. 117 funds tracked by Wall St. Rank hold GWX as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 220 State Street SPDR S&P International Small Cap ETF shares in Q2 2017, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2016 and held it in 3 quarters.
  • Ropes Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $7K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.