BA
QEFA icon

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

Boston 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
2018
Q4 		– Sell
-3,213
Closed -$206K – 659
2018
Q3 		$206K Sell
3,213
-474
-13% -$30.1K 0.01% 626
2018
Q2 		$231K Buy
+3,687
New +$239K 0.01% 622

Other funds holding QEFA

Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Boston Advisors's QEFA Position: Q4 2018 in Review

Boston Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2018, closing a stake of 3,213 shares — an estimated $206K sold.

Boston Advisors first reported a position in QEFA in Q2 2018 and held it in 2 quarters. The position peaked at $231K in Q2 2018. 43 funds tracked by Wall St. Rank hold QEFA as of Q4 2018.

  • Boston Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2018 after selling out during the quarter.
  • Boston Advisors sold 3,213 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2018, an estimated $206K.
  • Boston Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2018 and held it in 2 quarters.
  • Boston Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $231K in Q2 2018.
  • 43 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2018.

Based on Boston Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.