OneDigital Investment Advisors’s State Street Income Allocation ETF INKM Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-320	Closed	-$11K	–	846
2019 Q2	$11K	Hold	320	–	–	﹤0.01%	923
2019 Q1	$10K	Hold	320	–	–	﹤0.01%	874
2018 Q4	$10K	Buy	+320	New	+$10.2K	﹤0.01%	849
2018 Q3	–	Sell	-320	Closed	-$10K	–	1104
2018 Q2	$10K	Hold	320	–	–	﹤0.01%	1042
2018 Q1	$11K	Hold	320	–	–	﹤0.01%	1006
2017 Q4	$11K	Hold	320	–	–	﹤0.01%	952
2017 Q3	$11K	Hold	320	–	–	﹤0.01%	798
2017 Q2	$10K	Buy	+320	New	+$10.3K	﹤0.01%	942

Other funds holding INKM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

OneDigital Investment Advisors's INKM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of State Street Income Allocation ETF (INKM) in Q3 2019, closing a stake of 320 shares — an estimated $11K sold.

OneDigital Investment Advisors first reported a position in INKM in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q2 2019. 24 funds tracked by Wall St. Rank hold INKM as of Q3 2019.

OneDigital Investment Advisors reported no remaining State Street Income Allocation ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 320 State Street Income Allocation ETF shares in Q3 2019, an estimated $11K.
OneDigital Investment Advisors first reported a position in State Street Income Allocation ETF in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's State Street Income Allocation ETF position peaked at $11K in Q2 2019.
24 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.