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Wealthspire Advisors (Maryland)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-915
Closed -$22K – 818
2019
Q1 		$22K Buy
+915
New +$21.5K ﹤0.01% 1233

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CWI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2019, closing a stake of 915 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in CWI in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 172 funds tracked by Wall St. Rank hold CWI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 915 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2019, an estimated $22K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $22K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.