HCM
SDY icon

Harvest Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Harvest Capital Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,000
Closed -$265K – 79
2013
Q2 		$265K Buy
+4,000
New +$269K 0.2% 41

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Harvest Capital Management's SDY Position: Q3 2013 in Review

Harvest Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2013, closing a stake of 4,000 shares — an estimated $265K sold.

Harvest Capital Management first reported a position in SDY in Q2 2013 and held it in 1 quarter. The position peaked at $265K in Q2 2013. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • Harvest Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2013 after selling out during the quarter.
  • Harvest Capital Management sold 4,000 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $265K.
  • Harvest Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 1 quarter.
  • Harvest Capital Management's State Street SPDR S&P Dividend ETF position peaked at $265K in Q2 2013.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on Harvest Capital Management's 13F filing for Q3 2013, filed 12 Nov 2013.