1834 Investment Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

1834 Investment Advisors’s Portfolio ONEY Stock Details ONEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,423	Closed	-$170K	–	465
2017 Q4	$170K	Buy	+2,423	New	+$174K	0.03%	192

Other funds holding ONEY

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1834 Investment Advisors's ONEY Position: Q1 2018 in Review

1834 Investment Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2018, closing a stake of 2,423 shares — an estimated $170K sold.

1834 Investment Advisors first reported a position in ONEY in Q4 2017 and held it in 1 quarter. The position peaked at $170K in Q4 2017. 5 funds tracked by Wall St. Rank hold ONEY as of Q1 2018.

1834 Investment Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2018 after selling out during the quarter.
1834 Investment Advisors sold 2,423 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2018, an estimated $170K.
1834 Investment Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2017 and held it in 1 quarter.
1834 Investment Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $170K in Q4 2017.
5 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2018.

Based on 1834 Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.