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Berkshire Money Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Berkshire Money Management’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,842
Closed -$516K – 39
2020
Q2 		$516K Buy
+5,842
New +$498K 0.11% 33

Other funds holding QUS

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TWM
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Berkshire Money Management's QUS Position: Q3 2020 in Review

Berkshire Money Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2020, closing a stake of 5,842 shares — an estimated $516K sold.

Berkshire Money Management first reported a position in QUS in Q2 2020 and held it in 1 quarter. The position peaked at $516K in Q2 2020. 94 funds tracked by Wall St. Rank hold QUS as of Q3 2020.

  • Berkshire Money Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2020 after selling out during the quarter.
  • Berkshire Money Management sold 5,842 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2020, an estimated $516K.
  • Berkshire Money Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2020 and held it in 1 quarter.
  • Berkshire Money Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $516K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2020.

Based on Berkshire Money Management's 13F filing for Q3 2020, filed 26 Oct 2020.