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Cornerstone Advisors (Washington)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cornerstone Advisors (Washington)’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
2016
Q1 		– Sell
-28
Closed -$7K – 906
2015
Q4 		$7K Hold
28
– – 0.01% 497
2015
Q3 		$7K Buy
+28
New +$7.42K 0.01% 508
2014
Q3 		– Sell
-120
Closed -$31K – 624
2014
Q2 		$31K Hold
120
– – 0.03% 114
2014
Q1 		$30K Buy
+120
New +$29.4K 0.04% 107

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MDY Position: Q1 2016 in Review

Cornerstone Advisors (Washington) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2016, closing a stake of 28 shares — an estimated $7K sold.

Cornerstone Advisors (Washington) first reported a position in MDY in Q1 2014 and held it in 4 quarters. The position peaked at $31K in Q2 2014. 593 funds tracked by Wall St. Rank hold MDY as of Q1 2016.

  • Cornerstone Advisors (Washington) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 28 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2016, an estimated $7K.
  • Cornerstone Advisors (Washington) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31K in Q2 2014.
  • 593 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2016.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2016, filed 20 Apr 2016.