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Transform Wealth’s State Street SPDR S&P China ETF GXC Stock Holding History

Transform Wealth’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,362
Closed -$322K – 225
2019
Q2 		$322K Buy
+3,362
New +$325K 0.05% 206

Other funds holding GXC

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Transform Wealth's GXC Position: Q3 2019 in Review

Transform Wealth sold out of State Street SPDR S&P China ETF (GXC) in Q3 2019, closing a stake of 3,362 shares — an estimated $322K sold.

Transform Wealth first reported a position in GXC in Q2 2019 and held it in 1 quarter. The position peaked at $322K in Q2 2019. 107 funds tracked by Wall St. Rank hold GXC as of Q3 2019.

  • Transform Wealth reported no remaining State Street SPDR S&P China ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 3,362 State Street SPDR S&P China ETF shares in Q3 2019, an estimated $322K.
  • Transform Wealth first reported a position in State Street SPDR S&P China ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's State Street SPDR S&P China ETF position peaked at $322K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.