Wechter Feldman Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wechter Feldman Wealth Management’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 Q1	–	Sell	-11,403	Closed	-$1.08M	–	23
2019 Q4	$1.08M	Sell	11,403 -2,048	-15%	-$187K	0.72%	18
2019 Q3	$1.19M	Buy	13,451 +1,385	+11%	+$121K	0.75%	19
2019 Q2	$1.04M	Sell	12,066 -374	-3%	-$31.7K	0.69%	19
2019 Q1	$1.03M	Buy	12,440 +3,855	+45%	+$305K	0.68%	19
2018 Q4	$626K	Buy	8,585 +205	+2%	+$16.1K	0.6%	20
2018 Q3	$700K	Buy	8,380 +3,358	+67%	+$274K	0.43%	25
2018 Q2	$390K	Buy	+5,022	New	+$388K	0.27%	26

Other funds holding QUS

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

TWM

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

Wechter Feldman Wealth Management's QUS Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2020, closing a stake of 11,403 shares — an estimated $1.08M sold.

Wechter Feldman Wealth Management first reported a position in QUS in Q2 2018 and held it in 7 quarters. The position peaked at $1.19M in Q3 2019. 89 funds tracked by Wall St. Rank hold QUS as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 11,403 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2020, an estimated $1.08M.
Wechter Feldman Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2018 and held it in 7 quarters.
Wechter Feldman Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.19M in Q3 2019.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.