Envestnet Asset Management’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

Envestnet Asset Management’s Portfolio MDD Stock Details MDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-68	Closed	-$2K	–	2720
2014 Q4	$2K	Buy	+68	New	+$2.09K	﹤0.01%	2372
2014 Q1	–	Sell	-2,826	Closed	-$92K	–	2757
2013 Q4	$92K	Hold	2,826	–	–	﹤0.01%	1041
2013 Q3	$94K	Hold	2,826	–	–	﹤0.01%	997
2013 Q2	$84K	Buy	+2,826	New	+$87.4K	﹤0.01%	1039

Other funds holding MDD

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management's MDD Position: Q1 2015 in Review

Envestnet Asset Management sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q1 2015, closing a stake of 68 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in MDD in Q2 2013 and held it in 4 quarters. The position peaked at $94K in Q3 2013. 22 funds tracked by Wall St. Rank hold MDD as of Q1 2015.

Envestnet Asset Management reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q1 2015 after selling out during the quarter.
Envestnet Asset Management sold 68 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q1 2015, an estimated $2K.
Envestnet Asset Management first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q2 2013 and held it in 4 quarters.
Envestnet Asset Management's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $94K in Q3 2013.
22 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.