Patten Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Patten Group’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-488	Closed	-$31K	–	473
2018 Q4	$31K	Buy	488 +43	+10%	+$3.07K	0.01%	334
2018 Q3	$34K	Buy	+445	New	+$33.6K	0.01%	369

Other funds holding SHE

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Patten Group's SHE Position: Q1 2019 in Review

Patten Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2019, closing a stake of 488 shares — an estimated $31K sold.

Patten Group first reported a position in SHE in Q3 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 53 funds tracked by Wall St. Rank hold SHE as of Q1 2019.

Patten Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 488 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2019, an estimated $31K.
Patten Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and held it in 2 quarters.
Patten Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $34K in Q3 2018.
53 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.