WFG Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

WFG Advisors’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
2017 Q2	$4K	Buy	185 +2	+1%	+$47	﹤0.01%	1319
2017 Q1	$4K	Hold	183	–	–	﹤0.01%	1242
2016 Q4	$4K	Buy	183 +1	+0.5%	+$21	﹤0.01%	1299
2016 Q3	$4K	Buy	182 +3	+2%	+$64	﹤0.01%	1301
2016 Q2	$4K	Buy	179 +3	+2%	+$62	﹤0.01%	1276
2016 Q1	$4K	Hold	176	–	–	﹤0.01%	1231
2015 Q4	$4K	Buy	176 +3	+2%	+$64	﹤0.01%	1266
2015 Q3	$4K	Sell	173 -1	-0.6%	-$22	﹤0.01%	1295
2015 Q2	$4K	Hold	174	–	–	﹤0.01%	1379
2015 Q1	$4K	Buy	+174	New	+$3.96K	﹤0.01%	1411

Other funds holding CWI

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

SMM

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

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

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WFG Advisors's CWI Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.1% in Q2 2017, buying an estimated $47 and bringing the position to 185 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

WFG Advisors first reported a position in CWI in Q1 2015 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold CWI as of Q2 2017.

WFG Advisors held 185 shares of State Street SPDR MSCI ACWI ex-US ETF worth $4K as of Q2 2017.
WFG Advisors bought 2 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2017, an estimated $47.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1319 holding.
WFG Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2015 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.