GJIC
SLY

Gamble Jones Investment Counsel’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Gamble Jones Investment Counsel’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
2013
Q4 		– Sell
-4,392
Closed -$210K – 226
2013
Q3 		$210K Buy
+4,392
New +$204K 0.03% 211

Other funds holding SLY

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gamble Jones Investment Counsel's SLY Position: Q4 2013 in Review

Gamble Jones Investment Counsel sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2013, closing a stake of 4,392 shares — an estimated $210K sold.

Gamble Jones Investment Counsel first reported a position in SLY in Q3 2013 and held it in 1 quarter. The position peaked at $210K in Q3 2013. 39 funds tracked by Wall St. Rank hold SLY as of Q4 2013.

  • Gamble Jones Investment Counsel reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2013 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 4,392 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2013, an estimated $210K.
  • Gamble Jones Investment Counsel first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2013 and held it in 1 quarter.
  • Gamble Jones Investment Counsel's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $210K in Q3 2013.
  • 39 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 2013.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2013, filed 29 Jan 2014.