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Carroll Financial Associates’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Carroll Financial Associates’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-108
Closed -$4K – 1215
2016
Q2 		$4K Buy
+108
New +$4.72K ﹤0.01% 979

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carroll Financial Associates's SLYG Position: Q3 2016 in Review

Carroll Financial Associates sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2016, closing a stake of 108 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in SLYG in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 91 funds tracked by Wall St. Rank hold SLYG as of Q3 2016.

  • Carroll Financial Associates reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 108 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2016, an estimated $4K.
  • Carroll Financial Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2016 and held it in 1 quarter.
  • Carroll Financial Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4K in Q2 2016.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2016.

Based on Carroll Financial Associates's 13F filing for Q3 2016, filed 11 Oct 2016.