Vontobel Swiss Wealth Advisors’s State Street SPDR S&P Emerging Asia Pacific ETF GMF Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio GMF Stock Details GMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$365K	Buy	2,901 +240	+9%	+$31.8K	0.19%	61
2021 Q1	$350K	Sell	2,661 -518	-16%	-$70.6K	0.2%	61
2020 Q4	$405K	Buy	3,179 +666	+27%	+$80.3K	0.23%	47
2020 Q3	$252K	Hold	2,513	–	–	0.18%	59
2020 Q2	$250K	Sell	2,513 -1,433	-36%	-$133K	0.16%	75
2020 Q1	$335K	Sell	3,946 -4,782	-55%	-$464K	0.26%	64
2019 Q4	$902K	Buy	8,728 +212	+2%	+$20.9K	0.59%	45
2019 Q3	$796K	Buy	8,516 +4,193	+97%	+$396K	0.51%	55
2019 Q2	$423K	Hold	4,323	–	–	0.23%	86
2019 Q1	$403K	Hold	4,323	–	–	0.44%	36
2018 Q4	$353K	Buy	+4,323	New	+$389K	0.26%	50
2018 Q1	–	Sell	-4,120	Closed	-$426K	–	89
2017 Q4	$426K	Buy	+4,120	New	+$425K	0.25%	54
2016 Q2	–	Sell	-4,718	Closed	-$349K	–	78
2016 Q1	$349K	Sell	4,718 -521	-10%	-$35.9K	0.19%	52
2015 Q4	$385K	Buy	5,239 +1,158	+28%	+$89.3K	0.23%	46
2015 Q3	$290K	Buy	+4,081	New	+$319K	0.2%	43

Other funds holding GMF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

PFMU

Privium Fund Management (UK) London, United Kingdom $197M AUM 0.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's GMF Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its State Street SPDR S&P Emerging Asia Pacific ETF (GMF) stake by 9% in Q2 2021, buying an estimated $31.8K and bringing the position to 2,901 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #61.

Vontobel Swiss Wealth Advisors first reported a position in GMF in Q3 2015 and has held it in 15 quarters since. The position peaked at $902K in Q4 2019. 96 funds tracked by Wall St. Rank hold GMF as of Q2 2021.

Vontobel Swiss Wealth Advisors held 2,901 shares of State Street SPDR S&P Emerging Asia Pacific ETF worth $365K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 240 State Street SPDR S&P Emerging Asia Pacific ETF shares in Q2 2021, an estimated $31.8K.
State Street SPDR S&P Emerging Asia Pacific ETF made up 0.19% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #61 holding.
Vontobel Swiss Wealth Advisors first reported a position in State Street SPDR S&P Emerging Asia Pacific ETF in Q3 2015 and has held it in 15 quarters since.
Vontobel Swiss Wealth Advisors's State Street SPDR S&P Emerging Asia Pacific ETF position peaked at $902K in Q4 2019.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Asia Pacific ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.