Wealthcare Capital Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Wealthcare Capital Management’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-307	Closed	-$10K	–	200
2016 Q3	$10K	Hold	307	–	–	﹤0.01%	123
2016 Q2	$9K	Hold	307	–	–	﹤0.01%	124
2016 Q1	$9K	Hold	307	–	–	﹤0.01%	133
2015 Q4	$9K	Buy	+307	New	+$8.84K	﹤0.01%	144

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Wealthcare Capital Management's GWX Position: Q4 2016 in Review

Wealthcare Capital Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2016, closing a stake of 307 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in GWX in Q4 2015 and held it in 4 quarters. The position peaked at $10K in Q3 2016. 113 funds tracked by Wall St. Rank hold GWX as of Q4 2016.

Wealthcare Capital Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2016 after selling out during the quarter.
Wealthcare Capital Management sold 307 State Street SPDR S&P International Small Cap ETF shares in Q4 2016, an estimated $10K.
Wealthcare Capital Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2015 and held it in 4 quarters.
Wealthcare Capital Management's State Street SPDR S&P International Small Cap ETF position peaked at $10K in Q3 2016.
113 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2016.

Based on Wealthcare Capital Management's 13F filing for Q4 2016, filed 12 Jan 2017.