Blue Edge Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Blue Edge Capital’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
2014 Q1	–	Sell	-59,856	Closed	-$4.35M	–	74
2013 Q4	$4.35M	Buy	+59,856	New	+$4.3M	3.18%	10

Other funds holding SDY

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

JIC

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

RJA

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

Blue Edge Capital's SDY Position: Q1 2014 in Review

Blue Edge Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2014, closing a stake of 59,856 shares — an estimated $4.35M sold.

Blue Edge Capital first reported a position in SDY in Q4 2013 and held it in 1 quarter. The position peaked at $4.35M in Q4 2013. 386 funds tracked by Wall St. Rank hold SDY as of Q1 2014.

Blue Edge Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2014 after selling out during the quarter.
Blue Edge Capital sold 59,856 State Street SPDR S&P Dividend ETF shares in Q1 2014, an estimated $4.35M.
Blue Edge Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 1 quarter.
Blue Edge Capital's State Street SPDR S&P Dividend ETF position peaked at $4.35M in Q4 2013.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2014.

Based on Blue Edge Capital's 13F filing for Q1 2014, filed 15 May 2014.