ACI
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Advance Capital I’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Advance Capital I’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,000
Closed -$1.91M – 121
2016
Q2 		$1.91M Buy
7,000
+3,700
+112% +$989K 2.02% 3
2016
Q1 		$867K Buy
+3,300
New +$803K 0.9% 43

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advance Capital I's MDY Position: Q3 2016 in Review

Advance Capital I sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2016, closing a stake of 7,000 shares — an estimated $1.91M sold.

Advance Capital I first reported a position in MDY in Q1 2016 and held it in 2 quarters. The position peaked at $1.91M in Q2 2016. 614 funds tracked by Wall St. Rank hold MDY as of Q3 2016.

  • Advance Capital I reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2016 after selling out during the quarter.
  • Advance Capital I sold 7,000 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2016, an estimated $1.91M.
  • Advance Capital I first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and held it in 2 quarters.
  • Advance Capital I's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.91M in Q2 2016.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.