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SWS Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

SWS Partners’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
2018
Q1 		– Sell
-125
Closed -$3K – 383
2017
Q4 		$3K Buy
+125
New +$3.21K ﹤0.01% 348

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWS Partners's CWI Position: Q1 2018 in Review

SWS Partners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2018, closing a stake of 125 shares — an estimated $3K sold.

SWS Partners first reported a position in CWI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 136 funds tracked by Wall St. Rank hold CWI as of Q1 2018.

  • SWS Partners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 125 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2018, an estimated $3K.
  • SWS Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.