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

Simon Quick 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
Q4 		– Sell
-365
Closed -$13K – 508
2017
Q3 		$13K Hold
365
– – ﹤0.01% 399
2017
Q2 		$12K Hold
365
– – 0.01% 226
2017
Q1 		$12K Buy
+365
New +$11.2K 0.01% 246

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Simon Quick Advisors's GWX Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2017, closing a stake of 365 shares — an estimated $13K sold.

Simon Quick Advisors first reported a position in GWX in Q1 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2017. 129 funds tracked by Wall St. Rank hold GWX as of Q4 2017.

  • Simon Quick Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 365 State Street SPDR S&P International Small Cap ETF shares in Q4 2017, an estimated $13K.
  • Simon Quick Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $13K in Q3 2017.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.