Concourse Financial Group Securities’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Concourse Financial Group Securities’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-103	Closed	-$6.96K	–	2236
2020 Q1	$6K	Hold	103	–	–	﹤0.01%	1616
2019 Q4	$8K	Hold	103	–	–	﹤0.01%	1506
2019 Q3	$8K	Buy	103 +68	+194%	+$5.01K	﹤0.01%	1219
2019 Q2	$3K	Hold	35	–	–	﹤0.01%	1917
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	2064
2018 Q4	$2K	Buy	+35	New	+$2.5K	﹤0.01%	1934

Other funds holding SHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concourse Financial Group Securities's SHE Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2020, closing a stake of 103 shares — an estimated $6.96K sold.

Concourse Financial Group Securities first reported a position in SHE in Q4 2018 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 62 funds tracked by Wall St. Rank hold SHE as of Q2 2020.

Concourse Financial Group Securities reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 103 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2020, an estimated $6.96K.
Concourse Financial Group Securities first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2018 and held it in 6 quarters.
Concourse Financial Group Securities's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $8K in Q4 2019.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2020.

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