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Evanson Asset Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Evanson Asset Management’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,485
Closed -$266K – 244
2020
Q1 		$266K Buy
+3,485
New +$314K 0.06% 173

Other funds holding QUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evanson Asset Management's QUS Position: Q2 2020 in Review

Evanson Asset Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2020, closing a stake of 3,485 shares — an estimated $266K sold.

Evanson Asset Management first reported a position in QUS in Q1 2020 and held it in 1 quarter. The position peaked at $266K in Q1 2020. 97 funds tracked by Wall St. Rank hold QUS as of Q2 2020.

  • Evanson Asset Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
  • Evanson Asset Management sold 3,485 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2020, an estimated $266K.
  • Evanson Asset Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and held it in 1 quarter.
  • Evanson Asset Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $266K in Q1 2020.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2020.

Based on Evanson Asset Management's 13F filing for Q2 2020, filed 13 Jul 2020.