CGFA
ONEO icon

Colton Groome Financial Advisors’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Colton Groome Financial Advisors’s Portfolio ONEO Stock Details ONEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-86,379
Closed -$6.3M – 62
2019
Q2 		$6.3M Buy
+86,379
New +$6.21M 5.05% 7

Other funds holding ONEO

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colton Groome Financial Advisors's ONEO Position: Q3 2019 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q3 2019, closing a stake of 86,379 shares — an estimated $6.3M sold.

Colton Groome Financial Advisors first reported a position in ONEO in Q2 2019 and held it in 1 quarter. The position peaked at $6.3M in Q2 2019. 13 funds tracked by Wall St. Rank hold ONEO as of Q3 2019.

  • Colton Groome Financial Advisors reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q3 2019 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 86,379 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q3 2019, an estimated $6.3M.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q2 2019 and held it in 1 quarter.
  • Colton Groome Financial Advisors's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $6.3M in Q2 2019.
  • 13 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q3 2019.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.