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JRM Investment Counsel’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

JRM Investment Counsel’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-16,285
Closed -$640K – 35
2018
Q1 		$640K Buy
16,285
+5,100
+46% +$204K 0.51% 29
2017
Q4 		$427K Buy
+11,185
New +$416K 0.33% 31

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JRM Investment Counsel's SPEM Position: Q2 2018 in Review

JRM Investment Counsel sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2018, closing a stake of 16,285 shares — an estimated $640K sold.

JRM Investment Counsel first reported a position in SPEM in Q4 2017 and held it in 2 quarters. The position peaked at $640K in Q1 2018. 207 funds tracked by Wall St. Rank hold SPEM as of Q2 2018.

  • JRM Investment Counsel reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • JRM Investment Counsel sold 16,285 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2018, an estimated $640K.
  • JRM Investment Counsel first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 2 quarters.
  • JRM Investment Counsel's State Street SPDR Portfolio Emerging Markets ETF position peaked at $640K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2018.

Based on JRM Investment Counsel's 13F filing for Q2 2018, filed 7 Aug 2018.