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Money Concepts Capital’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Money Concepts Capital’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-524
Closed -$13K – 757
2020
Q4 		$13K Buy
+524
New +$12.2K ﹤0.01% 591

Other funds holding RLY

CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Money Concepts Capital's RLY Position: Q1 2021 in Review

Money Concepts Capital sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2021, closing a stake of 524 shares — an estimated $13K sold.

Money Concepts Capital first reported a position in RLY in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 38 funds tracked by Wall St. Rank hold RLY as of Q1 2021.

  • Money Concepts Capital reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 524 State Street Multi-Asset Real Return ETF shares in Q1 2021, an estimated $13K.
  • Money Concepts Capital first reported a position in State Street Multi-Asset Real Return ETF in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's State Street Multi-Asset Real Return ETF position peaked at $13K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.