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

Hochman Cole Investment Advisors’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
2020 Q1	–	Sell	-3,524	Closed	-$255K	–	120
2019 Q4	$255K	Hold	3,524	–	–	0.14%	100
2019 Q3	$237K	Sell	3,524 -292	-8%	-$19.5K	0.15%	94
2019 Q2	$258K	Sell	3,816 -137	-3%	-$9.2K	0.15%	99
2019 Q1	$264K	Buy	3,953 +78	+2%	+$5.18K	0.16%	98
2018 Q4	$232K	Buy	+3,875	New	+$259K	0.16%	99

Other funds holding SLY

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Hochman Cole Investment Advisors's SLY Position: Q1 2020 in Review

Hochman Cole Investment Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2020, closing a stake of 3,524 shares — an estimated $255K sold.

Hochman Cole Investment Advisors first reported a position in SLY in Q4 2018 and held it in 5 quarters. The position peaked at $264K in Q1 2019. 173 funds tracked by Wall St. Rank hold SLY as of Q1 2020.

Hochman Cole Investment Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2020 after selling out during the quarter.
Hochman Cole Investment Advisors sold 3,524 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2020, an estimated $255K.
Hochman Cole Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 5 quarters.
Hochman Cole Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $264K in Q1 2019.
173 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 Q1 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.