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Winthrop Partners - WNY’s iShares MSCI ACWI ETF ACWI Stock Holding History

Winthrop Partners - WNY’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-30
Closed -$2.13K – 287
2018
Q2 		$2.13K Buy
+30
New +$2.18K ﹤0.01% 298

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winthrop Partners - WNY's ACWI Position: Q3 2018 in Review

Winthrop Partners - WNY sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2018, closing a stake of 30 shares — an estimated $2.13K sold.

Winthrop Partners - WNY first reported a position in ACWI in Q2 2018 and held it in 1 quarter. The position peaked at $2.13K in Q2 2018. 330 funds tracked by Wall St. Rank hold ACWI as of Q3 2018.

  • Winthrop Partners - WNY reported no remaining iShares MSCI ACWI ETF position as of Q3 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 30 iShares MSCI ACWI ETF shares in Q3 2018, an estimated $2.13K.
  • Winthrop Partners - WNY first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's iShares MSCI ACWI ETF position peaked at $2.13K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2018.

Based on Winthrop Partners - WNY's 13F filing for Q3 2018, filed 15 Nov 2018.