Commonwealth Equity Services’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Commonwealth Equity Services’s Portfolio SIMS Stock Details SIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-46,502	Closed	-$1.39M	–	3119
2020 Q2	$1.39M	Sell	46,502 -15,193	-25%	-$409K	0.01%	1225
2020 Q1	$1.43M	Sell	61,695 -6,199	-9%	-$185K	0.01%	1070
2019 Q4	$2.22M	Sell	67,894 -973	-1%	-$30.4K	0.01%	972
2019 Q3	$2.06M	Sell	68,867 -2,533	-4%	-$74.6K	0.01%	956
2019 Q2	$2.16M	Buy	71,400 +609	+0.9%	+$17.8K	0.01%	917
2019 Q1	$1.98M	Buy	+70,791	New	+$1.96M	0.01%	926

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Commonwealth Equity Services's SIMS Position: Q3 2020 in Review

Commonwealth Equity Services sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2020, closing a stake of 46,502 shares — an estimated $1.39M sold.

Commonwealth Equity Services first reported a position in SIMS in Q1 2019 and held it in 6 quarters. The position peaked at $2.22M in Q4 2019. 10 funds tracked by Wall St. Rank hold SIMS as of Q3 2020.

Commonwealth Equity Services reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2020 after selling out during the quarter.
Commonwealth Equity Services sold 46,502 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2020, an estimated $1.39M.
Commonwealth Equity Services first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2019 and held it in 6 quarters.
Commonwealth Equity Services's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.22M in Q4 2019.
10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2020.

Based on Commonwealth Equity Services's 13F filing for Q3 2020, filed 5 Nov 2020.