OneDigital Investment Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

OneDigital Investment Advisors’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
2018 Q2	–	Sell	-171	Closed	-$4K	–	1361
2018 Q1	$4K	Buy	171 +1	+0.6%	+$26	﹤0.01%	1194
2017 Q4	$4K	Buy	170 +1	+0.6%	+$26	﹤0.01%	1115
2017 Q3	$4K	Buy	169 +1	+0.6%	+$25	﹤0.01%	923
2017 Q2	$4K	Buy	+168	New	+$4.08K	﹤0.01%	1095

Other funds holding RLY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

OneDigital Investment Advisors's RLY Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2018, closing a stake of 171 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in RLY in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 34 funds tracked by Wall St. Rank hold RLY as of Q2 2018.

OneDigital Investment Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 171 State Street Multi-Asset Real Return ETF shares in Q2 2018, an estimated $4K.
OneDigital Investment Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2017 and held it in 4 quarters.
OneDigital Investment Advisors's State Street Multi-Asset Real Return ETF position peaked at $4K in Q1 2018.
34 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.