FVWA
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Foster Victor Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Foster Victor Wealth Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,654
Closed -$285K – 111
2019
Q1 		$285K Sell
5,654
-1,276
-18% -$63.4K 0.22% 71
2018
Q4 		$307K Buy
+6,930
New +$340K 0.29% 61

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foster Victor Wealth Advisors's MDYV Position: Q2 2019 in Review

Foster Victor Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2019, closing a stake of 5,654 shares — an estimated $285K sold.

Foster Victor Wealth Advisors first reported a position in MDYV in Q4 2018 and held it in 2 quarters. The position peaked at $307K in Q4 2018. 159 funds tracked by Wall St. Rank hold MDYV as of Q2 2019.

  • Foster Victor Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 5,654 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2019, an estimated $285K.
  • Foster Victor Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $307K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2019.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.