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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2015
Q3 		– Sell
-2,100
Closed -$574K – 142
2015
Q2 		$574K Buy
+2,100
New +$584K 0.11% 98

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MDY Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2015, closing a stake of 2,100 shares — an estimated $574K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MDY in Q2 2015 and held it in 1 quarter. The position peaked at $574K in Q2 2015. 563 funds tracked by Wall St. Rank hold MDY as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2015, an estimated $574K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $574K in Q2 2015.
  • 563 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.