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

Emerson 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
Q4 		– Sell
-100
Closed -$7K – 184
2014
Q3 		$7K Buy
+100
New +$7.59K ﹤0.01% 193

Other funds holding SDY

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 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

Emerson Investment Management's SDY Position: Q4 2014 in Review

Emerson Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2014, closing a stake of 100 shares — an estimated $7K sold.

Emerson Investment Management first reported a position in SDY in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 439 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

  • Emerson Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 100 State Street SPDR S&P Dividend ETF shares in Q4 2014, an estimated $7K.
  • Emerson Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's State Street SPDR S&P Dividend ETF position peaked at $7K in Q3 2014.
  • 439 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.