Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,670	Closed	-$1.35M	–	99
2018 Q3	$1.35M	Buy	+3,670	New	+$1.34M	0.46%	19
2016 Q1	–	Sell	-40	Closed	-$10K	–	399
2015 Q4	$10K	Buy	+40	New	+$10.4K	﹤0.01%	252

Other funds holding MDY

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's MDY Position: Q4 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 3,670 shares — an estimated $1.35M sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MDY in Q4 2015 and held it in 2 quarters. The position peaked at $1.35M in Q3 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,670 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $1.35M.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 2 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.35M in Q3 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2018, filed 30 Jan 2019.