Compass Efficient Model Portfolios’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Compass Efficient Model Portfolios’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	$7K	Buy	192 +24	+14%	+$858	0.26%	78
2013 Q3	$6K	Buy	+168	New	+$5.66K	0.04%	69

Other funds holding MDYG

Chartist Inc Seal Beach, California $139M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Compass Efficient Model Portfolios's MDYG Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 14% in Q4 2013, buying an estimated $858 and bringing the position to 192 shares worth $7K. The position accounts for 0.26% of the portfolio, ranked #78.

Compass Efficient Model Portfolios first reported a position in MDYG in Q3 2013 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold MDYG as of Q4 2013.

Compass Efficient Model Portfolios held 192 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $7K as of Q4 2013.
Compass Efficient Model Portfolios bought 24 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2013, an estimated $858.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.26% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #78 holding.
Compass Efficient Model Portfolios first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2013 and has held it in 2 quarters since.
38 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.