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Whittier Trust’s State Street Global Allocation ETF GAL Stock Holding History

Whittier Trust’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,666
Closed -$196K – 1446
2018
Q4 		$196K Buy
+5,666
New +$206K 0.01% 507

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Whittier Trust's GAL Position: Q1 2019 in Review

Whittier Trust sold out of State Street Global Allocation ETF (GAL) in Q1 2019, closing a stake of 5,666 shares — an estimated $196K sold.

Whittier Trust first reported a position in GAL in Q4 2018 and held it in 1 quarter. The position peaked at $196K in Q4 2018. 45 funds tracked by Wall St. Rank hold GAL as of Q1 2019.

  • Whittier Trust reported no remaining State Street Global Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Whittier Trust sold 5,666 State Street Global Allocation ETF shares in Q1 2019, an estimated $196K.
  • Whittier Trust first reported a position in State Street Global Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Whittier Trust's State Street Global Allocation ETF position peaked at $196K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.