Courage Miller Partners’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Courage Miller Partners’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-9,404	Closed	-$444K	–	69
2015 Q3	$444K	Sell	9,404 -6,298	-40%	-$328K	0.33%	49
2015 Q2	$833K	Buy	15,702 +624	+4%	+$33.9K	0.62%	41
2015 Q1	$808K	Sell	15,078 -12,404	-45%	-$653K	0.6%	41
2014 Q4	$1.45M	Buy	+27,482	New	+$1.41M	1.2%	37

Other funds holding SLY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Courage Miller Partners's SLY Position: Q4 2015 in Review

Courage Miller Partners sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2015, closing a stake of 9,404 shares — an estimated $444K sold.

Courage Miller Partners first reported a position in SLY in Q4 2014 and held it in 4 quarters. The position peaked at $1.45M in Q4 2014. 61 funds tracked by Wall St. Rank hold SLY as of Q4 2015.

Courage Miller Partners reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2015 after selling out during the quarter.
Courage Miller Partners sold 9,404 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2015, an estimated $444K.
Courage Miller Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2014 and held it in 4 quarters.
Courage Miller Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.45M in Q4 2014.
61 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q4 2015.

Based on Courage Miller Partners's 13F filing for Q4 2015, filed 11 Feb 2016.