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FinTrust Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		– Sell
-2,125
Closed -$201K – 123
2017
Q4 		$201K Buy
+2,125
New +$199K 0.18% 118

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FinTrust Investment Advisory Services's SDY Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 2,125 shares — an estimated $201K sold.

FinTrust Investment Advisory Services first reported a position in SDY in Q4 2017 and held it in 1 quarter. The position peaked at $201K in Q4 2017. 644 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

  • FinTrust Investment Advisory Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • FinTrust Investment Advisory Services sold 2,125 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $201K.
  • FinTrust Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 1 quarter.
  • FinTrust Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $201K in Q4 2017.
  • 644 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.