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Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio QEFA Stock Details QEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$63K – 302
2018
Q2 		$63K Hold
1,000
– – 0.02% 156
2018
Q1 		$65K Hold
1,000
– – 0.02% 150
2017
Q4 		$68K Buy
+1,000
New +$64.3K 0.18% 84

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's QEFA Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2018, closing a stake of 1,000 shares — an estimated $63K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in QEFA in Q4 2017 and held it in 3 quarters. The position peaked at $68K in Q4 2017. 29 funds tracked by Wall St. Rank hold QEFA as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,000 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2018, an estimated $63K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $68K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.