Arbor Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Arbor Wealth Management’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	–	Sell	-34	Closed	-$2K	–	165
2019 Q2	$2K	Sell	34 -3,401	-99%	-$212K	﹤0.01%	194
2019 Q1	$124K	Buy	3,435 +3,401	+10,003%	+$205K	0.07%	66
2018 Q4	$2K	Buy	+34	New	+$2.02K	﹤0.01%	169

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

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 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

Arbor Wealth Management's QEFA Position: Q3 2019 in Review

Arbor Wealth Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2019, closing a stake of 34 shares — an estimated $2K sold.

Arbor Wealth Management first reported a position in QEFA in Q4 2018 and held it in 3 quarters. The position peaked at $124K in Q1 2019. 51 funds tracked by Wall St. Rank hold QEFA as of Q3 2019.

Arbor Wealth Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 34 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2019, an estimated $2K.
Arbor Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 3 quarters.
Arbor Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $124K in Q1 2019.
51 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.