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Community Financial System’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Community Financial System’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$20K – 384
2013
Q2 		$20K Buy
+300
New +$20.2K 0.01% 270

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Community Financial System's SDY Position: Q3 2013 in Review

Community Financial System sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2013, closing a stake of 300 shares — an estimated $20K sold.

Community Financial System first reported a position in SDY in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • Community Financial System reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2013 after selling out during the quarter.
  • Community Financial System sold 300 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $20K.
  • Community Financial System first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 1 quarter.
  • Community Financial System's State Street SPDR S&P Dividend ETF position peaked at $20K in Q2 2013.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on Community Financial System's 13F filing for Q3 2013, filed 14 Nov 2013.