United Capital Financial Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

United Capital Financial Advisors’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
2020 Q4	–	Sell	-12,081	Closed	-$1.14M	–	1222
2020 Q3	$1.14M	Buy	12,081 +60	+0.5%	+$5.61K	0.01%	623
2020 Q2	$1.06M	Sell	12,021 -277	-2%	-$23.6K	0.01%	648
2020 Q1	$939K	Sell	12,298 -147	-1%	-$13.2K	0.01%	650
2019 Q4	$1.18M	Sell	12,445 -175	-1%	-$16K	0.01%	723
2019 Q3	$1.12M	Sell	12,620 -662	-5%	-$58K	0.01%	714
2019 Q2	$1.14M	Buy	13,282 +2,234	+20%	+$189K	0.01%	770
2019 Q1	$919K	Sell	11,048 -2,215	-17%	-$176K	0.01%	796
2018 Q4	$967K	Buy	+13,263	New	+$1.04M	0.01%	726

Other funds holding QUS

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

SMM

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

SWA

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

AFG

Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

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

United Capital Financial Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2020, closing a stake of 12,081 shares — an estimated $1.14M sold.

United Capital Financial Advisors first reported a position in QUS in Q4 2018 and held it in 8 quarters. The position peaked at $1.18M in Q4 2019. 96 funds tracked by Wall St. Rank hold QUS as of Q4 2020.

United Capital Financial Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 12,081 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2020, an estimated $1.14M.
United Capital Financial Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and held it in 8 quarters.
United Capital Financial Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.18M in Q4 2019.
96 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2020.

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