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

Cobiz 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
2013
Q3 		– Sell
-171
Closed -$36K – 266
2013
Q2 		$36K Buy
+171
New +$36.2K 0.01% 191

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Cobiz Wealth's MDY Position: Q3 2013 in Review

Cobiz Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2013, closing a stake of 171 shares — an estimated $36K sold.

Cobiz Wealth first reported a position in MDY in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 440 funds tracked by Wall St. Rank hold MDY as of Q3 2013.

  • Cobiz Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 171 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2013, an estimated $36K.
  • Cobiz Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $36K in Q2 2013.
  • 440 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.