Retirement Capital Strategies’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Retirement Capital Strategies’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
2020 Q1	–	Sell	-14,353	Closed	-$1.11M	–	49
2019 Q4	$1.11M	Buy	14,353 +1,484	+12%	+$112K	0.53%	25
2019 Q3	$945K	Sell	12,869 -1,788	-12%	-$132K	0.48%	26
2019 Q2	$1.08M	Sell	14,657 -314	-2%	-$22.6K	0.54%	25
2019 Q1	$1.06M	Buy	14,971 +929	+7%	+$64K	0.54%	25
2018 Q4	$895K	Buy	14,042 +3,184	+29%	+$227K	0.5%	26
2018 Q3	$833K	Buy	10,858 +7,374	+212%	+$557K	0.41%	22
2018 Q2	$252K	Buy	+3,484	New	+$249K	0.13%	26

Other funds holding SHE

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

BCI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Retirement Capital Strategies's SHE Position: Q1 2020 in Review

Retirement Capital Strategies sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2020, closing a stake of 14,353 shares — an estimated $1.11M sold.

Retirement Capital Strategies first reported a position in SHE in Q2 2018 and held it in 7 quarters. The position peaked at $1.11M in Q4 2019. 66 funds tracked by Wall St. Rank hold SHE as of Q1 2020.

Retirement Capital Strategies reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2020 after selling out during the quarter.
Retirement Capital Strategies sold 14,353 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2020, an estimated $1.11M.
Retirement Capital Strategies first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2018 and held it in 7 quarters.
Retirement Capital Strategies's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.11M in Q4 2019.
66 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2020.

Based on Retirement Capital Strategies's 13F filing for Q1 2020, filed 14 May 2020.