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

Edelman Financial 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
2018 Q4	–	Sell	-72,580	Closed	-$2.25M	–	22
2018 Q3	$2.25M	Sell	72,580 -4,584	-6%	-$140K	0.02%	26
2018 Q2	$2.25M	Hold	77,164	–	–	0.02%	24
2018 Q1	$2.27M	Buy	+77,164	New	+$2.34M	0.02%	26

Other funds holding SIMS

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3AM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Edelman Financial Services's SIMS Position: Q4 2018 in Review

Edelman Financial Services sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2018, closing a stake of 72,580 shares — an estimated $2.25M sold.

Edelman Financial Services first reported a position in SIMS in Q1 2018 and held it in 3 quarters. The position peaked at $2.27M in Q1 2018. 7 funds tracked by Wall St. Rank hold SIMS as of Q4 2018.

Edelman Financial Services reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2018 after selling out during the quarter.
Edelman Financial Services sold 72,580 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2018, an estimated $2.25M.
Edelman Financial Services first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2018 and held it in 3 quarters.
Edelman Financial Services's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.27M in Q1 2018.
7 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.