WFG Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-78	Closed	-$2K	–	1897
2014 Q4	$2K	Buy	+78	New	+$2.41K	﹤0.01%	1841
2014 Q3	–	Sell	-300	Closed	-$11K	–	2129
2014 Q2	$11K	Hold	300	–	–	﹤0.01%	1453
2014 Q1	$10K	Hold	300	–	–	﹤0.01%	1465
2013 Q4	$10K	Hold	300	–	–	﹤0.01%	1572
2013 Q3	$10K	Hold	300	–	–	﹤0.01%	1516
2013 Q2	$9K	Buy	+300	New	+$9.09K	﹤0.01%	1485

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

WFG Advisors's GWX Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2015, closing a stake of 78 shares — an estimated $2K sold.

WFG Advisors first reported a position in GWX in Q2 2013 and held it in 6 quarters. The position peaked at $11K in Q2 2014. 87 funds tracked by Wall St. Rank hold GWX as of Q1 2015.

WFG Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 78 State Street SPDR S&P International Small Cap ETF shares in Q1 2015, an estimated $2K.
WFG Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 6 quarters.
WFG Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $11K in Q2 2014.
87 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.