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Waverly Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Waverly Advisors’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
2014
Q1 		– Sell
-85
Closed -$7K – 760
2013
Q4 		$7K Hold
85
– – ﹤0.01% 614
2013
Q3 		$6K Buy
+85
New +$5.95K ﹤0.01% 478

Other funds holding GXC

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Waverly Advisors's GXC Position: Q1 2014 in Review

Waverly Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q1 2014, closing a stake of 85 shares — an estimated $7K sold.

Waverly Advisors first reported a position in GXC in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 88 funds tracked by Wall St. Rank hold GXC as of Q1 2014.

  • Waverly Advisors reported no remaining State Street SPDR S&P China ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 85 State Street SPDR S&P China ETF shares in Q1 2014, an estimated $7K.
  • Waverly Advisors first reported a position in State Street SPDR S&P China ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's State Street SPDR S&P China ETF position peaked at $7K in Q4 2013.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.