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

Moloney Securities 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
Q4 		– Sell
-2,223
Closed -$210K – 392
2020
Q3 		$210K Sell
2,223
-173
-7% -$16.2K 0.06% 295
2020
Q2 		$212K Buy
+2,396
New +$204K 0.06% 263

Other funds holding QUS

TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

Moloney Securities Asset Management's QUS Position: Q4 2020 in Review

Moloney Securities Asset Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2020, closing a stake of 2,223 shares — an estimated $210K sold.

Moloney Securities Asset Management first reported a position in QUS in Q2 2020 and held it in 2 quarters. The position peaked at $212K in Q2 2020. 96 funds tracked by Wall St. Rank hold QUS as of Q4 2020.

  • Moloney Securities Asset Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
  • Moloney Securities Asset Management sold 2,223 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2020, an estimated $210K.
  • Moloney Securities Asset Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2020 and held it in 2 quarters.
  • Moloney Securities Asset Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $212K in Q2 2020.
  • 96 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2020.

Based on Moloney Securities Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.