SWS Partners’s State Street Income Allocation ETF INKM Stock Holding History

SWS Partners’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
2018 Q4	$1.89M	Sell	61,739 -2,178	-3%	-$69.2K	1.43%	18
2018 Q3	$2.08M	Buy	63,917 +896	+1%	+$29.4K	1.32%	33
2018 Q2	$2.04M	Sell	63,021 -263	-0.4%	-$8.62K	1.44%	21
2018 Q1	$2.07M	Sell	63,284 -2,487	-4%	-$82.9K	1.52%	14
2017 Q4	$2.21M	Buy	+65,771	New	+$2.2M	1.66%	13

Other funds holding INKM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWS Partners's INKM Position: Q4 2018 in Review

SWS Partners reduced its State Street Income Allocation ETF (INKM) stake by 3.4% in Q4 2018, selling an estimated $69.2K and leaving 61,739 shares worth $1.89M. The position accounts for 1.43% of the portfolio, ranked #18.

SWS Partners first reported a position in INKM in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.21M in Q4 2017. 23 funds tracked by Wall St. Rank hold INKM as of Q4 2018.

SWS Partners held 61,739 shares of State Street Income Allocation ETF worth $1.89M as of Q4 2018.
SWS Partners sold 2,178 State Street Income Allocation ETF shares in Q4 2018, an estimated $69.2K.
State Street Income Allocation ETF made up 1.43% of SWS Partners's portfolio in Q4 2018, its #18 holding.
SWS Partners first reported a position in State Street Income Allocation ETF in Q4 2017 and has held it in 5 quarters since.
SWS Partners's State Street Income Allocation ETF position peaked at $2.21M in Q4 2017.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.