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

Berman Capital Advisors’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
2019 Q2	–	Sell	-436	Closed	-$150K	–	1542
2019 Q1	$150K	Sell	436 -469	-52%	-$158K	0.05%	150
2018 Q4	$273K	Buy	+905	New	+$301K	0.11%	86
2018 Q1	–	Sell	-777	Closed	-$268K	–	121
2017 Q4	$268K	Buy	+777	New	+$262K	0.09%	83

Other funds holding MDY

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

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Berman Capital Advisors's MDY Position: Q2 2019 in Review

Berman Capital Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2019, closing a stake of 436 shares — an estimated $150K sold.

Berman Capital Advisors first reported a position in MDY in Q4 2017 and held it in 3 quarters. The position peaked at $273K in Q4 2018. 855 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

Berman Capital Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2019 after selling out during the quarter.
Berman Capital Advisors sold 436 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2019, an estimated $150K.
Berman Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 3 quarters.
Berman Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $273K in Q4 2018.
855 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on Berman Capital Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.