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Berkeley Capital Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Berkeley Capital Partners’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
-1,210
Closed -$308K – 120
2015
Q4 		$308K Buy
+1,210
New +$315K 0.25% 76

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V
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Berkeley Capital Partners's MDY Position: Q1 2016 in Review

Berkeley Capital Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2016, closing a stake of 1,210 shares — an estimated $308K sold.

Berkeley Capital Partners first reported a position in MDY in Q4 2015 and held it in 1 quarter. The position peaked at $308K in Q4 2015. 593 funds tracked by Wall St. Rank hold MDY as of Q1 2016.

  • Berkeley Capital Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2016 after selling out during the quarter.
  • Berkeley Capital Partners sold 1,210 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2016, an estimated $308K.
  • Berkeley Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 1 quarter.
  • Berkeley Capital Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $308K in Q4 2015.
  • 593 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2016.

Based on Berkeley Capital Partners's 13F filing for Q1 2016, filed 11 May 2016.