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Transform Wealth’s State Street STT Stock Holding History

Transform Wealth’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
2018
Q4 		– Sell
-17,892
Closed -$1.5M – 200
2018
Q3 		$1.5M Buy
17,892
+1,325
+8% +$116K 0.26% 101
2018
Q2 		$1.54M Buy
16,567
+1,589
+11% +$158K 0.28% 105
2018
Q1 		$1.49M Buy
14,978
+498
+3% +$52.2K 0.28% 117
2017
Q4 		$1.41M Buy
14,480
+1,075
+8% +$103K 0.26% 124
2017
Q3 		$1.28M Buy
+13,405
New +$1.25M 0.45% 83
2017
Q2 		– Sell
-12,185
Closed -$970K – 160
2017
Q1 		$970K Buy
+12,185
New +$966K 0.36% 102

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return