Stonehearth Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Stonehearth Capital Management’s Portfolio QUS Stock Details QUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,717	Closed	-$507K	–	62
2019 Q3	$507K	Buy	5,717 +291	+5%	+$25.5K	0.37%	34
2019 Q2	$467K	Buy	5,426 +492	+10%	+$41.7K	0.34%	33
2019 Q1	$410K	Buy	4,934 +184	+4%	+$14.6K	0.31%	34
2018 Q4	$346K	Buy	4,750 +1,071	+29%	+$84.1K	0.29%	33
2018 Q3	$307K	Buy	3,679 +674	+22%	+$55K	0.23%	34
2018 Q2	$234K	Buy	+3,005	New	+$232K	0.18%	35

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

FHB

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

Stonehearth Capital Management's QUS Position: Q4 2019 in Review

Stonehearth Capital Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2019, closing a stake of 5,717 shares — an estimated $507K sold.

Stonehearth Capital Management first reported a position in QUS in Q2 2018 and held it in 6 quarters. The position peaked at $507K in Q3 2019. 83 funds tracked by Wall St. Rank hold QUS as of Q4 2019.

Stonehearth Capital Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2019 after selling out during the quarter.
Stonehearth Capital Management sold 5,717 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2019, an estimated $507K.
Stonehearth Capital Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2018 and held it in 6 quarters.
Stonehearth Capital Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $507K in Q3 2019.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2019.

Based on Stonehearth Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.