Butensky & Cohen Financial Security’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Butensky & Cohen Financial Security’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
2017 Q3	–	Sell	-85	Closed	-$27K	–	103
2017 Q2	$27K	Hold	85	–	–	0.02%	91
2017 Q1	$27K	Hold	85	–	–	0.02%	85
2016 Q4	$26K	Sell	85 -25	-23%	-$7.23K	0.02%	83
2016 Q3	$31K	Hold	110	–	–	0.03%	82
2016 Q2	$30K	Sell	110 -20	-15%	-$5.35K	0.03%	80
2016 Q1	$34K	Sell	130 -5	-4%	-$1.22K	0.03%	82
2015 Q4	$34K	Hold	135	–	–	0.03%	85
2015 Q3	$34K	Hold	135	–	–	0.04%	82
2015 Q2	$37K	Hold	135	–	–	0.04%	84
2015 Q1	$37K	Sell	135 -10	-7%	-$2.69K	0.04%	82
2014 Q4	$38K	Buy	+145	New	+$37.1K	0.04%	82

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

RJA

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

Butensky & Cohen Financial Security's MDY Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2017, closing a stake of 85 shares — an estimated $27K sold.

Butensky & Cohen Financial Security first reported a position in MDY in Q4 2014 and held it in 11 quarters. The position peaked at $38K in Q4 2014. 698 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 85 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $27K.
Butensky & Cohen Financial Security first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 11 quarters.
Butensky & Cohen Financial Security's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $38K in Q4 2014.
698 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.