BOK Financial Private Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

BOK Financial Private Wealth’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
2018 Q4	–	Sell	-550	Closed	-$202K	–	132
2018 Q3	$202K	Buy	+550	New	+$201K	0.03%	103
2017 Q4	–	Sell	-740	Closed	-$241K	–	128
2017 Q3	$241K	Hold	740	–	–	0.04%	110
2017 Q2	$235K	Hold	740	–	–	0.03%	121
2017 Q1	$231K	Hold	740	–	–	0.03%	128
2016 Q4	$223K	Sell	740 -188	-20%	-$54.3K	0.03%	129
2016 Q3	$262K	Buy	+928	New	+$261K	0.04%	120
2014 Q1	–	Sell	-1,017	Closed	-$248K	–	73
2013 Q4	$248K	Sell	1,017 -245	-19%	-$57.6K	0.04%	61
2013 Q3	$286K	Hold	1,262	–	–	0.06%	51
2013 Q2	$265K	Buy	+1,262	New	+$267K	0.06%	41

Other funds holding MDY

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

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

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

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

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

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

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

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

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

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

BOK Financial Private Wealth's MDY Position: Q4 2018 in Review

BOK Financial Private Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 550 shares — an estimated $202K sold.

BOK Financial Private Wealth first reported a position in MDY in Q2 2013 and held it in 9 quarters. The position peaked at $286K in Q3 2013. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

BOK Financial Private Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
BOK Financial Private Wealth sold 550 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $202K.
BOK Financial Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 9 quarters.
BOK Financial Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $286K in Q3 2013.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on BOK Financial Private Wealth's 13F filing for Q4 2018, filed 13 Feb 2019.