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Personal Financial Consultants’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Personal Financial Consultants’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-30,955
Closed -$1M – 25
2018
Q4 		$1M Buy
+30,955
New +$1.02M 0.85% 20

Other funds holding SPEM

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Personal Financial Consultants's SPEM Position: Q1 2019 in Review

Personal Financial Consultants sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2019, closing a stake of 30,955 shares — an estimated $1M sold.

Personal Financial Consultants first reported a position in SPEM in Q4 2018 and held it in 1 quarter. The position peaked at $1M in Q4 2018. 313 funds tracked by Wall St. Rank hold SPEM as of Q1 2019.

  • Personal Financial Consultants reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 30,955 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2019, an estimated $1M.
  • Personal Financial Consultants first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1M in Q4 2018.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.