Bank of America’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Bank of America’s Portfolio SYV Stock Details SYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-229	Closed	-$15K	–	7728
2018 Q2	$15K	Buy	+229	New	+$15.3K	﹤0.01%	6587
2015 Q2	–	Sell	-33,500	Closed	-$1.91M	–	7702
2015 Q1	$1.91M	Sell	33,500 -5,000	-13%	-$279K	﹤0.01%	3284
2014 Q4	$2.13M	Sell	38,500 -6,500	-14%	-$353K	﹤0.01%	3322
2014 Q3	$2.41M	Sell	45,000 -50,000	-53%	-$2.68M	﹤0.01%	3216
2014 Q2	$5M	Hold	95,000	–	–	﹤0.01%	2561
2014 Q1	$4.84M	Buy	+95,000	New	+$4.71M	﹤0.01%	2425

Other funds holding SYV

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America's SYV Position: Q3 2018 in Review

Bank of America sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q3 2018, closing a stake of 229 shares — an estimated $15K sold.

Bank of America first reported a position in SYV in Q1 2014 and held it in 6 quarters. The position peaked at $5M in Q2 2014. 20 funds tracked by Wall St. Rank hold SYV as of Q3 2018.

Bank of America reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q3 2018 after selling out during the quarter.
Bank of America sold 229 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q3 2018, an estimated $15K.
Bank of America first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q1 2014 and held it in 6 quarters.
Bank of America's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $5M in Q2 2014.
20 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q3 2018.

Based on Bank of America's 13F filing for Q3 2018, filed 14 Nov 2018.