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CMC Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

CMC Financial Group’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
Q2 		– Sell
-2,825
Closed -$216K – 33
2020
Q1 		$216K Sell
2,825
-175
-6% -$15.7K 0.94% 25
2019
Q4 		$284K Buy
+3,000
New +$274K 0.24% 36

Other funds holding QUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CMC Financial Group's QUS Position: Q2 2020 in Review

CMC Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2020, closing a stake of 2,825 shares — an estimated $216K sold.

CMC Financial Group first reported a position in QUS in Q4 2019 and held it in 2 quarters. The position peaked at $284K in Q4 2019. 97 funds tracked by Wall St. Rank hold QUS as of Q2 2020.

  • CMC Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
  • CMC Financial Group sold 2,825 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2020, an estimated $216K.
  • CMC Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and held it in 2 quarters.
  • CMC Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $284K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2020.

Based on CMC Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.