Whitener Capital Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Whitener Capital Management’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
2019 Q3	–	Sell	-29	Closed	-$1K	–	511
2019 Q2	$1K	Hold	29	–	–	﹤0.01%	457
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	458
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	424
2018 Q3	$1K	Buy	+29	New	+$1.73K	﹤0.01%	445
2018 Q2	–	Sell	-29	Closed	-$1K	–	327
2018 Q1	$1K	Buy	+29	New	+$1.93K	﹤0.01%	451

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Whitener Capital Management's QEMM Position: Q3 2019 in Review

Whitener Capital Management sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q3 2019, closing a stake of 29 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in QEMM in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 33 funds tracked by Wall St. Rank hold QEMM as of Q3 2019.

Whitener Capital Management reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q3 2019 after selling out during the quarter.
Whitener Capital Management sold 29 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q3 2019, an estimated $1K.
Whitener Capital Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2018 and held it in 5 quarters.
Whitener Capital Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $1K in Q2 2019.
33 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.