Brinker Capital Investments’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Brinker Capital Investments’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
2019 Q3	–	Sell	-277	Closed	-$18K	–	1011
2019 Q2	$18K	Buy	277 +10	+4%	+$663	﹤0.01%	716
2019 Q1	$18K	Sell	267 -321	-55%	-$20.7K	﹤0.01%	568
2018 Q4	$35K	Sell	588 -90	-13%	-$5.85K	﹤0.01%	412
2018 Q3	$47K	Hold	678	–	–	﹤0.01%	369
2018 Q2	$45K	Buy	+678	New	+$45.4K	﹤0.01%	376

Other funds holding SYV

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

CWS

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

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

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

LTFS

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

BAM

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

LWAC

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

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

Brinker Capital Investments's SYV Position: Q3 2019 in Review

Brinker Capital Investments sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q3 2019, closing a stake of 277 shares — an estimated $18K sold.

Brinker Capital Investments first reported a position in SYV in Q2 2018 and held it in 5 quarters. The position peaked at $47K in Q3 2018. 16 funds tracked by Wall St. Rank hold SYV as of Q3 2019.

Brinker Capital Investments reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q3 2019 after selling out during the quarter.
Brinker Capital Investments sold 277 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q3 2019, an estimated $18K.
Brinker Capital Investments first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q2 2018 and held it in 5 quarters.
Brinker Capital Investments's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $47K in Q3 2018.
16 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q3 2019.

Based on Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.