Clear Creek Financial Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Clear Creek Financial Management’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
2020 Q1	–	Sell	-4,105	Closed	-$276K	–	185
2019 Q4	$276K	Hold	4,105	–	–	0.11%	100
2019 Q3	$271K	Sell	4,105 -301	-7%	-$18.8K	0.13%	92
2019 Q2	$277K	Buy	+4,406	New	+$274K	0.12%	94

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Creek Financial Management's QEFA Position: Q1 2020 in Review

Clear Creek Financial Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2020, closing a stake of 4,105 shares — an estimated $276K sold.

Clear Creek Financial Management first reported a position in QEFA in Q2 2019 and held it in 3 quarters. The position peaked at $277K in Q2 2019. 60 funds tracked by Wall St. Rank hold QEFA as of Q1 2020.

Clear Creek Financial Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
Clear Creek Financial Management sold 4,105 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2020, an estimated $276K.
Clear Creek Financial Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2019 and held it in 3 quarters.
Clear Creek Financial Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $277K in Q2 2019.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2020.

Based on Clear Creek Financial Management's 13F filing for Q1 2020, filed 23 Apr 2020.