Aft Forsyth & Sober’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aft Forsyth & Sober’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 Q1	–	Sell	-25	Closed	-$6K	–	33
2015 Q4	$6K	Hold	25	–	–	﹤0.01%	43
2015 Q3	$6K	Hold	25	–	–	﹤0.01%	42
2015 Q2	$7K	Hold	25	–	–	﹤0.01%	42
2015 Q1	$7K	Hold	25	–	–	﹤0.01%	41
2014 Q4	$7K	Hold	25	–	–	﹤0.01%	41
2014 Q3	$6K	Hold	25	–	–	﹤0.01%	42
2014 Q2	$7K	Hold	25	–	–	﹤0.01%	42
2014 Q1	$6K	Hold	25	–	–	﹤0.01%	40
2013 Q4	$6K	Hold	25	–	–	﹤0.01%	44
2013 Q3	$6K	Hold	25	–	–	﹤0.01%	43
2013 Q2	$5K	Buy	+25	New	+$5.29K	﹤0.01%	46

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Aft Forsyth & Sober's MDY Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2016, closing a stake of 25 shares — an estimated $6K sold.

Aft Forsyth & Sober first reported a position in MDY in Q2 2013 and held it in 11 quarters. The position peaked at $7K in Q2 2015. 593 funds tracked by Wall St. Rank hold MDY as of Q1 2016.

Aft Forsyth & Sober reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2016 after selling out during the quarter.
Aft Forsyth & Sober sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2016, an estimated $6K.
Aft Forsyth & Sober first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 11 quarters.
Aft Forsyth & Sober's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7K in Q2 2015.
593 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.