Tiedemann Advisors’s State Street STT Stock Holding History

Tiedemann Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,906	Closed	-$523K	–	407
2019 Q1	$523K	Buy	7,906 +19	+0.2%	+$1.32K	0.02%	293
2018 Q4	$501K	Buy	+7,887	New	+$565K	0.03%	285
2017 Q3	–	Sell	-2,470	Closed	-$222K	–	449
2017 Q2	$222K	Buy	+2,470	New	+$205K	0.02%	406

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Tiedemann Advisors's STT Position: Q2 2019 in Review

Tiedemann Advisors sold out of State Street (STT) in Q2 2019, closing a stake of 7,906 shares — an estimated $523K sold.

Tiedemann Advisors first reported a position in STT in Q2 2017 and held it in 3 quarters. The position peaked at $523K in Q1 2019. 780 funds tracked by Wall St. Rank hold STT as of Q2 2019.

Tiedemann Advisors reported no remaining State Street position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 7,906 State Street shares in Q2 2019, an estimated $523K.
Tiedemann Advisors first reported a position in State Street in Q2 2017 and held it in 3 quarters.
Tiedemann Advisors's State Street position peaked at $523K in Q1 2019.
780 funds tracked by Wall St. Rank held State Street as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.