Azimuth Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Azimuth Capital Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-147,652	Closed	-$13.2M	–	284
2018 Q4	$13.2M	Buy	+147,652	New	+$13.9M	1.01%	28
2016 Q1	–	Sell	-79,570	Closed	-$5.85M	–	273
2015 Q4	$5.85M	Sell	79,570 -37,085	-32%	-$2.83M	0.57%	66
2015 Q3	$8.42M	Buy	+116,655	New	+$8.78M	0.88%	32

Other funds holding SDY

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Azimuth Capital Management's SDY Position: Q1 2019 in Review

Azimuth Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2019, closing a stake of 147,652 shares — an estimated $13.2M sold.

Azimuth Capital Management first reported a position in SDY in Q3 2015 and held it in 3 quarters. The position peaked at $13.2M in Q4 2018. 758 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

Azimuth Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2019 after selling out during the quarter.
Azimuth Capital Management sold 147,652 State Street SPDR S&P Dividend ETF shares in Q1 2019, an estimated $13.2M.
Azimuth Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and held it in 3 quarters.
Azimuth Capital Management's State Street SPDR S&P Dividend ETF position peaked at $13.2M in Q4 2018.
758 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on Azimuth Capital Management's 13F filing for Q1 2019, filed 10 May 2019.