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Contravisory Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Contravisory Investment Management’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
2014
Q2 		– Sell
-1,193
Closed -$88K – 179
2014
Q1 		$88K Buy
+1,193
New +$85.8K 0.02% 96

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Contravisory Investment Management's SDY Position: Q2 2014 in Review

Contravisory Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2014, closing a stake of 1,193 shares — an estimated $88K sold.

Contravisory Investment Management first reported a position in SDY in Q1 2014 and held it in 1 quarter. The position peaked at $88K in Q1 2014. 398 funds tracked by Wall St. Rank hold SDY as of Q2 2014.

  • Contravisory Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • Contravisory Investment Management sold 1,193 State Street SPDR S&P Dividend ETF shares in Q2 2014, an estimated $88K.
  • Contravisory Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 1 quarter.
  • Contravisory Investment Management's State Street SPDR S&P Dividend ETF position peaked at $88K in Q1 2014.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2014.

Based on Contravisory Investment Management's 13F filing for Q2 2014, filed 17 Jul 2014.