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Summit Financial Wealth Advisors’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Summit Financial Wealth Advisors’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-300
Closed -$15K – 242
2014
Q4 		$15K Buy
+300
New +$14.6K 0.01% 183

Other funds holding GII

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Summit Financial Wealth Advisors's GII Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q1 2015, closing a stake of 300 shares — an estimated $15K sold.

Summit Financial Wealth Advisors first reported a position in GII in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 27 funds tracked by Wall St. Rank hold GII as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 300 State Street SPDR S&P Global Infrastructure ETF shares in Q1 2015, an estimated $15K.
  • Summit Financial Wealth Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $15K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.