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TMD & Associates’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

TMD & Associates’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
Q2 		$211K Sell
2,445
-465
-16% -$39.4K 0.14% 42
2019
Q1 		$242K Sell
2,910
-9,620
-77% -$762K 0.18% 37
2018
Q4 		$913K Buy
+12,530
New +$984K 0.72% 19

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SI
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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
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
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

TMD & Associates's QUS Position: Q2 2019 in Review

TMD & Associates reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 16% in Q2 2019, selling an estimated $39.4K and leaving 2,445 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #42.

TMD & Associates first reported a position in QUS in Q4 2018 and has held it in 3 quarters since. The position peaked at $913K in Q4 2018. 55 funds tracked by Wall St. Rank hold QUS as of Q2 2019.

  • TMD & Associates held 2,445 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $211K as of Q2 2019.
  • TMD & Associates sold 465 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2019, an estimated $39.4K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.14% of TMD & Associates's portfolio in Q2 2019, its #42 holding.
  • TMD & Associates first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and has held it in 3 quarters since.
  • TMD & Associates's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $913K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2019.

Based on TMD & Associates's 13F filing for Q2 2019, filed 9 Aug 2019.