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San Francisco Sentry Investment Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

San Francisco Sentry Investment 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
2017
Q4 		– Sell
-408
Closed -$10K – 910
2017
Q3 		$10K Hold
408
– – ﹤0.01% 638
2017
Q2 		$10K Buy
+408
New +$9.59K ﹤0.01% 527

Other funds holding CWI

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

San Francisco Sentry Investment Group's CWI Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2017, closing a stake of 408 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in CWI in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 143 funds tracked by Wall St. Rank hold CWI as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 408 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2017, an estimated $10K.
  • San Francisco Sentry Investment Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2017 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $10K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.