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Calton & Associates’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Calton & Associates’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
Q3 		– Sell
-4,688
Closed -$300K – 312
2018
Q2 		$300K Buy
+4,688
New +$304K 0.09% 186

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calton & Associates's QEFA Position: Q3 2018 in Review

Calton & Associates sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2018, closing a stake of 4,688 shares — an estimated $300K sold.

Calton & Associates first reported a position in QEFA in Q2 2018 and held it in 1 quarter. The position peaked at $300K in Q2 2018. 29 funds tracked by Wall St. Rank hold QEFA as of Q3 2018.

  • Calton & Associates reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2018 after selling out during the quarter.
  • Calton & Associates sold 4,688 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2018, an estimated $300K.
  • Calton & Associates first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2018 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $300K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2018.

Based on Calton & Associates's 13F filing for Q3 2018, filed 24 Oct 2018.