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San Francisco Sentry Investment Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

San Francisco Sentry Investment Group’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
2017
Q4 		– Sell
-206
Closed -$7K – 948
2017
Q3 		$7K Hold
206
– – ﹤0.01% 706
2017
Q2 		$7K Buy
+206
New +$6.78K ﹤0.01% 572

Other funds holding SPEM

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

San Francisco Sentry Investment Group's SPEM Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2017, closing a stake of 206 shares — an estimated $7K sold.

San Francisco Sentry Investment Group first reported a position in SPEM in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 123 funds tracked by Wall St. Rank hold SPEM as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 206 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2017, an estimated $7K.
  • San Francisco Sentry Investment Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2017 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.