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Wealthstreet Investment Advisors’s State Street STT Stock Holding History

Wealthstreet Investment Advisors’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
Q3 		– Sell
-2,233
Closed -$208K – 346
2018
Q2 		$208K Sell
2,233
-300
-12% -$29.7K 0.03% 327
2018
Q1 		$253K Buy
2,533
+33
+1% +$3.46K 0.03% 306
2017
Q4 		$244K Buy
+2,500
New +$239K 0.03% 303

Other funds holding STT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's STT Position: Q3 2018 in Review

Wealthstreet Investment Advisors sold out of State Street (STT) in Q3 2018, closing a stake of 2,233 shares — an estimated $208K sold.

Wealthstreet Investment Advisors first reported a position in STT in Q4 2017 and held it in 3 quarters. The position peaked at $253K in Q1 2018. 858 funds tracked by Wall St. Rank hold STT as of Q3 2018.

  • Wealthstreet Investment Advisors reported no remaining State Street position as of Q3 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,233 State Street shares in Q3 2018, an estimated $208K.
  • Wealthstreet Investment Advisors first reported a position in State Street in Q4 2017 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's State Street position peaked at $253K in Q1 2018.
  • 858 funds tracked by Wall St. Rank held State Street as of Q3 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.