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Copperwynd Financial’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Copperwynd Financial’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
2018
Q1 		– Sell
-26,342
Closed -$1.92M – 99
2017
Q4 		$1.92M Buy
+26,342
New +$1.96M 1.4% 17

Other funds holding ONEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Copperwynd Financial's ONEO Position: Q1 2018 in Review

Copperwynd Financial sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2018, closing a stake of 26,342 shares — an estimated $1.92M sold.

Copperwynd Financial first reported a position in ONEO in Q4 2017 and held it in 1 quarter. The position peaked at $1.92M in Q4 2017. 7 funds tracked by Wall St. Rank hold ONEO as of Q1 2018.

  • Copperwynd Financial reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2018 after selling out during the quarter.
  • Copperwynd Financial sold 26,342 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2018, an estimated $1.92M.
  • Copperwynd Financial first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q4 2017 and held it in 1 quarter.
  • Copperwynd Financial's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $1.92M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2018.

Based on Copperwynd Financial's 13F filing for Q1 2018, filed 27 Apr 2018.