American Economic Planning Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

American Economic Planning Group’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$6.57M	Buy	104,091 +7,684	+8%	+$479K	1.79%	9
2019 Q2	$6.08M	Sell	96,407 -2,777	-3%	-$173K	1.83%	7
2019 Q1	$6.18M	Buy	99,184 +14,667	+17%	+$884K	1.93%	7
2018 Q4	$4.78M	Sell	84,517 -5,376	-6%	-$320K	1.55%	11
2018 Q3	$5.77M	Buy	89,893 +2,338	+3%	+$149K	2.05%	7
2018 Q2	$5.49M	Buy	87,555 +5,421	+7%	+$351K	2.03%	7
2018 Q1	$5.33M	Buy	82,134 +58,739	+251%	+$3.86M	1.95%	7
2017 Q4	$1.52M	Buy	23,395 +1,082	+5%	+$69.5K	0.56%	14
2017 Q3	$1.42M	Buy	22,313 +8,867	+66%	+$552K	0.53%	14
2017 Q2	$817K	Buy	13,446 +1,689	+14%	+$102K	0.32%	27
2017 Q1	$681K	Buy	+11,757	New	+$660K	0.27%	28

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

American Economic Planning Group's QEFA Position: Q3 2019 in Review

American Economic Planning Group increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 8% in Q3 2019, buying an estimated $479K and bringing the position to 104,091 shares worth $6.57M. The position accounts for 1.79% of the portfolio, ranked #9.

American Economic Planning Group first reported a position in QEFA in Q1 2017 and has held it in 11 quarters since. 51 funds tracked by Wall St. Rank hold QEFA as of Q3 2019.

American Economic Planning Group held 104,091 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $6.57M as of Q3 2019.
American Economic Planning Group bought 7,684 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2019, an estimated $479K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 1.79% of American Economic Planning Group's portfolio in Q3 2019, its #9 holding.
American Economic Planning Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2017 and has held it in 11 quarters since.
51 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.