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Steward Partners Investment Advisory’s State Street Income Allocation ETF INKM Stock Holding History

Steward Partners Investment Advisory’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10
Closed – – 2660
2019
Q3 		$0 Hold
10
– – ﹤0.01% 2685
2019
Q2 		$0 Buy
+10
New +$330 ﹤0.01% 2646
2018
Q4 		– Sell
-10
Closed – – 1431
2018
Q3 		$0 Hold
10
– – ﹤0.01% 2637
2018
Q2 		$0 Hold
10
– – ﹤0.01% 2496
2018
Q1 		$0 Hold
10
– – ﹤0.01% 2264
2017
Q4 		$0 Hold
10
– – ﹤0.01% 1908
2017
Q3 		$0 Hold
10
– – ﹤0.01% 1716
2017
Q2 		$0 Hold
10
– – ﹤0.01% 1657
2017
Q1 		$0 Hold
10
– – ﹤0.01% 1534
2016
Q4 		$0 Buy
+10
New +$308 ﹤0.01% 874

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's INKM Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of State Street Income Allocation ETF (INKM) in Q4 2019, closing a stake of 10 shares.

Steward Partners Investment Advisory first reported a position in INKM in Q4 2016 and held it in 10 quarters. The position peaked at $0 in Q3 2019. 31 funds tracked by Wall St. Rank hold INKM as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining State Street Income Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 State Street Income Allocation ETF shares in Q4 2019.
  • Steward Partners Investment Advisory first reported a position in State Street Income Allocation ETF in Q4 2016 and held it in 10 quarters.
  • Steward Partners Investment Advisory's State Street Income Allocation ETF position peaked at $0 in Q3 2019.
  • 31 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.