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Emerson Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Emerson Investment Management’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,156
Closed -$110K – 186
2014
Q3 		$110K Buy
+2,156
New +$116K 0.02% 157

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Bank of America
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Morgan Stanley
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WA
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Jane Street
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BWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Emerson Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2014, closing a stake of 2,156 shares — an estimated $110K sold.

Emerson Investment Management first reported a position in SLYV in Q3 2014 and held it in 1 quarter. The position peaked at $110K in Q3 2014. 61 funds tracked by Wall St. Rank hold SLYV as of Q4 2014.

  • Emerson Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 2,156 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2014, an estimated $110K.
  • Emerson Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $110K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2014.

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