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Strategic Capital Advisers’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Strategic Capital Advisers’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
Q4 		– Sell
-712
Closed -$17K – 63
2019
Q3 		$17K Buy
+712
New +$17K 0.02% 67

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Strategic Capital Advisers's CWI Position: Q4 2019 in Review

Strategic Capital Advisers sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2019, closing a stake of 712 shares — an estimated $17K sold.

Strategic Capital Advisers first reported a position in CWI in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 183 funds tracked by Wall St. Rank hold CWI as of Q4 2019.

  • Strategic Capital Advisers reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 712 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2019, an estimated $17K.
  • Strategic Capital Advisers first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's State Street SPDR MSCI ACWI ex-US ETF position peaked at $17K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.