Winthrop Partners - WNY’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Winthrop Partners - WNY’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	-$6.95K	–	349
2018 Q1	$6.95K	Buy	+100	New	+$7.19K	0.01%	367

Other funds holding SHE

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Winthrop Partners - WNY's SHE Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2018, closing a stake of 100 shares — an estimated $6.95K sold.

Winthrop Partners - WNY first reported a position in SHE in Q1 2018 and held it in 1 quarter. The position peaked at $6.95K in Q1 2018. 36 funds tracked by Wall St. Rank hold SHE as of Q2 2018.

Winthrop Partners - WNY reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2018 after selling out during the quarter.
Winthrop Partners - WNY sold 100 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2018, an estimated $6.95K.
Winthrop Partners - WNY first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2018 and held it in 1 quarter.
Winthrop Partners - WNY's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $6.95K in Q1 2018.
36 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.