EFG Asset Management (Americas)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

EFG Asset Management (Americas)’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
2018 Q1	–	Sell	-826	Closed	-$285K	–	131
2017 Q4	$285K	Hold	826	–	–	0.1%	119
2017 Q3	$270K	Hold	826	–	–	0.1%	127
2017 Q2	$262K	Buy	826 +104	+14%	+$32.7K	0.1%	124
2017 Q1	$226K	Hold	722	–	–	0.09%	108
2016 Q4	$218K	Sell	722 -110	-13%	-$31.8K	0.09%	100
2016 Q3	$235K	Hold	832	–	–	0.1%	92
2016 Q2	$227K	Sell	832 -117	-12%	-$31.3K	0.11%	89
2016 Q1	$249K	Sell	949 -212	-18%	-$51.6K	0.12%	85
2015 Q4	$295K	Sell	1,161 -99	-8%	-$25.8K	0.18%	68
2015 Q3	$314K	Sell	1,260 -400	-24%	-$106K	0.2%	73
2015 Q2	$461K	Buy	1,660 +199	+14%	+$55.3K	0.28%	65
2015 Q1	$405K	Sell	1,461 -200	-12%	-$53.9K	0.32%	52
2014 Q4	$447K	Buy	+1,661	New	+$425K	0.27%	50

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EFG Asset Management (Americas)'s MDY Position: Q1 2018 in Review

EFG Asset Management (Americas) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2018, closing a stake of 826 shares — an estimated $285K sold.

EFG Asset Management (Americas) first reported a position in MDY in Q4 2014 and held it in 13 quarters. The position peaked at $461K in Q2 2015. 813 funds tracked by Wall St. Rank hold MDY as of Q1 2018.

EFG Asset Management (Americas) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2018 after selling out during the quarter.
EFG Asset Management (Americas) sold 826 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2018, an estimated $285K.
EFG Asset Management (Americas) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 13 quarters.
EFG Asset Management (Americas)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $461K in Q2 2015.
813 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2018, filed 7 May 2018.