Harfst & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Harfst & Associates’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
2017 Q3	–	Sell	-60	Closed	-$19K	–	163
2017 Q2	$19K	Hold	60	–	–	0.01%	175
2017 Q1	$18K	Buy	+60	New	+$18.6K	0.01%	194
2016 Q1	–	Sell	-610	Closed	-$154K	–	170
2015 Q4	$154K	Hold	610	–	–	0.06%	109
2015 Q3	$152K	Hold	610	–	–	0.07%	107
2015 Q2	$167K	Buy	+610	New	+$170K	0.09%	86

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harfst & Associates's MDY Position: Q3 2017 in Review

Harfst & Associates sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2017, closing a stake of 60 shares — an estimated $19K sold.

Harfst & Associates first reported a position in MDY in Q2 2015 and held it in 5 quarters. The position peaked at $167K in Q2 2015. 698 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

Harfst & Associates reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 60 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $19K.
Harfst & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 5 quarters.
Harfst & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $167K in Q2 2015.
698 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.