San Francisco Sentry Investment Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

San Francisco Sentry Investment Group’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-123	Closed	-$7K	–	826
2020 Q1	$7K	Buy	+123	New	+$7.62K	﹤0.01%	523

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

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

San Francisco Sentry Investment Group's QEFA Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2020, closing a stake of 123 shares — an estimated $7K sold.

San Francisco Sentry Investment Group first reported a position in QEFA in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 59 funds tracked by Wall St. Rank hold QEFA as of Q2 2020.

San Francisco Sentry Investment Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 123 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2020, an estimated $7K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2020 and held it in 1 quarter.
San Francisco Sentry Investment Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $7K in Q1 2020.
59 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.