First Heartland Consultants’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

First Heartland Consultants’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,019	Closed	-$228K	–	268
2018 Q3	$228K	Hold	3,019	–	–	0.07%	229
2018 Q2	$218K	Buy	3,019 +1	+0%	+$71	0.08%	221
2018 Q1	$201K	Buy	+3,018	New	+$203K	0.06%	255
2013 Q3	–	Sell	-404	Closed	-$18K	–	418
2013 Q2	$18K	Buy	+404	New	+$17.2K	0.01%	330

Other funds holding SLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Heartland Consultants's SLY Position: Q4 2018 in Review

First Heartland Consultants sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2018, closing a stake of 3,019 shares — an estimated $228K sold.

First Heartland Consultants first reported a position in SLY in Q2 2013 and held it in 4 quarters. The position peaked at $228K in Q3 2018. 139 funds tracked by Wall St. Rank hold SLY as of Q4 2018.

First Heartland Consultants reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2018 after selling out during the quarter.
First Heartland Consultants sold 3,019 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2018, an estimated $228K.
First Heartland Consultants first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2013 and held it in 4 quarters.
First Heartland Consultants's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $228K in Q3 2018.
139 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q4 2018.

Based on First Heartland Consultants's 13F filing for Q4 2018, filed 12 Feb 2019.