SFA
WPS

Spectrum Financial Alliance’s iShares International Developed Property ETF WPS Stock Holding History

Spectrum Financial Alliance’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,415
Closed -$249K – 16
2019
Q1 		$249K Buy
6,415
+1,551
+32% +$58K 0.17% 15
2018
Q4 		$167K Buy
4,864
+1,376
+39% +$48.9K 0.13% 15
2018
Q3 		$128K Buy
3,488
+1,304
+60% +$49.4K 0.08% 17
2018
Q2 		$83K Buy
+2,184
New +$85.6K 0.06% 22

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Financial Alliance's WPS Position: Q2 2019 in Review

Spectrum Financial Alliance sold out of iShares International Developed Property ETF (WPS) in Q2 2019, closing a stake of 6,415 shares — an estimated $249K sold.

Spectrum Financial Alliance first reported a position in WPS in Q2 2018 and held it in 4 quarters. The position peaked at $249K in Q1 2019. 56 funds tracked by Wall St. Rank hold WPS as of Q2 2019.

  • Spectrum Financial Alliance reported no remaining iShares International Developed Property ETF position as of Q2 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 6,415 iShares International Developed Property ETF shares in Q2 2019, an estimated $249K.
  • Spectrum Financial Alliance first reported a position in iShares International Developed Property ETF in Q2 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's iShares International Developed Property ETF position peaked at $249K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2019.

Based on Spectrum Financial Alliance's 13F filing for Q2 2019, filed 14 Aug 2019.