MYCIO Wealth Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

MYCIO Wealth Partners’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	-16,433	Closed	-$1.1M	–	302
2019 Q4	$1.1M	Hold	16,433	–	–	0.07%	124
2019 Q3	$1.04M	Hold	16,433	–	–	0.08%	111
2019 Q2	$1.04M	Buy	16,433 +478	+3%	+$29.8K	0.08%	104
2019 Q1	$994K	Hold	15,955	–	–	0.08%	106
2018 Q4	$902K	Buy	+15,955	New	+$949K	0.08%	110

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

MYCIO Wealth Partners's QEFA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2020, closing a stake of 16,433 shares — an estimated $1.1M sold.

MYCIO Wealth Partners first reported a position in QEFA in Q4 2018 and held it in 5 quarters. The position peaked at $1.1M in Q4 2019. 60 funds tracked by Wall St. Rank hold QEFA as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 16,433 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2020, an estimated $1.1M.
MYCIO Wealth Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 5 quarters.
MYCIO Wealth Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.1M in Q4 2019.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.