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United Capital Financial Advisors’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

United Capital Financial Advisors’s Portfolio QEMM Stock Details QEMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,132
Closed -$877K – 1307
2016
Q3 		$877K Sell
16,132
-1,014
-6% -$53.6K 0.01% 808
2016
Q2 		$857K Buy
17,146
+3,343
+24% +$164K 0.01% 780
2016
Q1 		$680K Buy
+13,803
New +$629K 0.01% 795

Other funds holding QEMM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

United Capital Financial Advisors's QEMM Position: Q4 2016 in Review

United Capital Financial Advisors sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2016, closing a stake of 16,132 shares — an estimated $877K sold.

United Capital Financial Advisors first reported a position in QEMM in Q1 2016 and held it in 3 quarters. The position peaked at $877K in Q3 2016. 20 funds tracked by Wall St. Rank hold QEMM as of Q4 2016.

  • United Capital Financial Advisors reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,132 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2016, an estimated $877K.
  • United Capital Financial Advisors first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $877K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.