BFIM
SSPY icon

Beese Fulmer Investment Management’s Syntax Stratified LargeCap ETF SSPY Stock Holding History

Beese Fulmer Investment Management’s Portfolio SSPY Stock Details SSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-30
Closed -$1K – 492
2020
Q2 		$1K Buy
+30
New +$1.3K ﹤0.01% 590

Other funds holding SSPY

OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beese Fulmer Investment Management's SSPY Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Syntax Stratified LargeCap ETF (SSPY) in Q3 2020, closing a stake of 30 shares — an estimated $1K sold.

Beese Fulmer Investment Management first reported a position in SSPY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 9 funds tracked by Wall St. Rank hold SSPY as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Syntax Stratified LargeCap ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 30 Syntax Stratified LargeCap ETF shares in Q3 2020, an estimated $1K.
  • Beese Fulmer Investment Management first reported a position in Syntax Stratified LargeCap ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Syntax Stratified LargeCap ETF position peaked at $1K in Q2 2020.
  • 9 funds tracked by Wall St. Rank held Syntax Stratified LargeCap ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.