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Berman Capital Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Berman Capital Advisors’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
Q1 		– Sell
-2,023
Closed -$114K – 1452
2018
Q4 		$114K Buy
+2,023
New +$120K 0.04% 164

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MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Berman Capital Advisors's QEFA Position: Q1 2019 in Review

Berman Capital Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2019, closing a stake of 2,023 shares — an estimated $114K sold.

Berman Capital Advisors first reported a position in QEFA in Q4 2018 and held it in 1 quarter. The position peaked at $114K in Q4 2018. 40 funds tracked by Wall St. Rank hold QEFA as of Q1 2019.

  • Berman Capital Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 2,023 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2019, an estimated $114K.
  • Berman Capital Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $114K in Q4 2018.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.