Global Financial Private Capital’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Global Financial Private Capital’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
2020 Q1	–	Sell	-1,180	Closed	-$79K	–	418
2019 Q4	$79K	Buy	+1,180	New	+$77K	﹤0.01%	282
2019 Q1	–	Sell	-18,312	Closed	-$1.03M	–	386
2018 Q4	$1.03M	Buy	+18,312	New	+$1.09M	0.06%	205

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Financial Private Capital's QEFA Position: Q1 2020 in Review

Global Financial Private Capital sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2020, closing a stake of 1,180 shares — an estimated $79K sold.

Global Financial Private Capital first reported a position in QEFA in Q4 2018 and held it in 2 quarters. The position peaked at $1.03M in Q4 2018. 60 funds tracked by Wall St. Rank hold QEFA as of Q1 2020.

Global Financial Private Capital reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 1,180 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2020, an estimated $79K.
Global Financial Private Capital first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 2 quarters.
Global Financial Private Capital's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.03M in Q4 2018.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.