ACP
QEFA icon

Aveo Capital Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Aveo Capital Partners’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
-46,667
Closed -$2.96M – 192
2019
Q2 		$2.96M Buy
+46,667
New +$2.91M 1.29% 19

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Aveo Capital Partners's QEFA Position: Q3 2019 in Review

Aveo Capital Partners sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2019, closing a stake of 46,667 shares — an estimated $2.96M sold.

Aveo Capital Partners first reported a position in QEFA in Q2 2019 and held it in 1 quarter. The position peaked at $2.96M in Q2 2019. 51 funds tracked by Wall St. Rank hold QEFA as of Q3 2019.

  • Aveo Capital Partners reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2019 after selling out during the quarter.
  • Aveo Capital Partners sold 46,667 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2019, an estimated $2.96M.
  • Aveo Capital Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2019 and held it in 1 quarter.
  • Aveo Capital Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2.96M in Q2 2019.
  • 51 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2019.

Based on Aveo Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.