TFA
CWI icon

Transamerica Financial Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Transamerica Financial Advisors’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
Q3 		– Sell
-188
Closed -$5K – 171
2019
Q2 		$5K Buy
+188
New +$4.55K ﹤0.01% 338

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Transamerica Financial Advisors's CWI Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2019, closing a stake of 188 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in CWI in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 164 funds tracked by Wall St. Rank hold CWI as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 188 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2019, an estimated $5K.
  • Transamerica Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $5K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.