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

Summit Trail 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
2018
Q3 		– Sell
-799
Closed -$27K – 351
2018
Q2 		$27K Buy
+799
New +$28.4K 0.01% 361

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Summit Trail Advisors's GWX Position: Q3 2018 in Review

Summit Trail Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2018, closing a stake of 799 shares — an estimated $27K sold.

Summit Trail Advisors first reported a position in GWX in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 148 funds tracked by Wall St. Rank hold GWX as of Q3 2018.

  • Summit Trail Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 799 State Street SPDR S&P International Small Cap ETF shares in Q3 2018, an estimated $27K.
  • Summit Trail Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $27K in Q2 2018.
  • 148 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.