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Manchester Financial’s State Street Income Allocation ETF INKM Stock Holding History

Manchester Financial’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-747,553
Closed -$20.6M – 534
2020
Q1 		$20.6M Sell
747,553
-24,070
-3% -$784K 15.18% 2
2019
Q4 		$26.5M Sell
771,623
-13,205
-2% -$449K 10.36% 3
2019
Q3 		$26.5M Buy
784,828
+467,204
+147% +$15.7M 11.62% 3
2019
Q2 		$10.6M Buy
317,624
+511
+0.2% +$16.9K 4.75% 7
2019
Q1 		$10.4M Buy
317,113
+47,525
+18% +$1.53M 5.04% 7
2018
Q4 		$8.25M Buy
+269,588
New +$8.56M 4.46% 6

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manchester Financial's INKM Position: Q2 2020 in Review

Manchester Financial sold out of State Street Income Allocation ETF (INKM) in Q2 2020, closing a stake of 747,553 shares — an estimated $20.6M sold.

Manchester Financial first reported a position in INKM in Q4 2018 and held it in 6 quarters. The position peaked at $26.5M in Q3 2019. 25 funds tracked by Wall St. Rank hold INKM as of Q2 2020.

  • Manchester Financial reported no remaining State Street Income Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Manchester Financial sold 747,553 State Street Income Allocation ETF shares in Q2 2020, an estimated $20.6M.
  • Manchester Financial first reported a position in State Street Income Allocation ETF in Q4 2018 and held it in 6 quarters.
  • Manchester Financial's State Street Income Allocation ETF position peaked at $26.5M in Q3 2019.
  • 25 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2020.

Based on Manchester Financial's 13F filing for Q2 2020, filed 13 Jul 2020.