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SevenBridge Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-1,593
Closed -$39K – 233
2019
Q2 		$39K Buy
+1,593
New +$38.6K 0.01% 312

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SevenBridge Financial Group's CWI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2019, closing a stake of 1,593 shares — an estimated $39K sold.

SevenBridge Financial Group first reported a position in CWI in Q2 2019 and held it in 1 quarter. The position peaked at $39K in Q2 2019. 164 funds tracked by Wall St. Rank hold CWI as of Q3 2019.

  • SevenBridge Financial Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,593 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2019, an estimated $39K.
  • SevenBridge Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $39K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.