United Capital Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

United Capital Financial Advisors’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,940	Closed	-$429K	–	1221
2020 Q3	$429K	Buy	6,940 +12	+0.2%	+$744	﹤0.01%	869
2020 Q2	$412K	Buy	6,928 +503	+8%	+$28.7K	﹤0.01%	931
2020 Q1	$343K	Sell	6,425 -146	-2%	-$9.04K	﹤0.01%	947
2019 Q4	$439K	Sell	6,571 -12	-0.2%	-$783	﹤0.01%	1036
2019 Q3	$415K	Sell	6,583 -299	-4%	-$18.6K	﹤0.01%	998
2019 Q2	$434K	Buy	6,882 +1,932	+39%	+$120K	﹤0.01%	1090
2019 Q1	$308K	Sell	4,950 -1,324	-21%	-$79.8K	﹤0.01%	1119
2018 Q4	$355K	Buy	+6,274	New	+$373K	﹤0.01%	1013

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FHB

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Capital Financial Advisors's QEFA Position: Q4 2020 in Review

United Capital Financial Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2020, closing a stake of 6,940 shares — an estimated $429K sold.

United Capital Financial Advisors first reported a position in QEFA in Q4 2018 and held it in 8 quarters. The position peaked at $439K in Q4 2019. 63 funds tracked by Wall St. Rank hold QEFA as of Q4 2020.

United Capital Financial Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 6,940 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2020, an estimated $429K.
United Capital Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 8 quarters.
United Capital Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $439K in Q4 2019.
63 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.