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Horizon Investment Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Horizon Investment Services’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
2014
Q3 		– Sell
-5,708
Closed -$437K – 136
2014
Q2 		$437K Buy
5,708
+496
+10% +$37.2K 0.21% 67
2014
Q1 		$389K Buy
+5,212
New +$375K 0.21% 65

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Investment Services's SDY Position: Q3 2014 in Review

Horizon Investment Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2014, closing a stake of 5,708 shares — an estimated $437K sold.

Horizon Investment Services first reported a position in SDY in Q1 2014 and held it in 2 quarters. The position peaked at $437K in Q2 2014. 391 funds tracked by Wall St. Rank hold SDY as of Q3 2014.

  • Horizon Investment Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Horizon Investment Services sold 5,708 State Street SPDR S&P Dividend ETF shares in Q3 2014, an estimated $437K.
  • Horizon Investment Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 2 quarters.
  • Horizon Investment Services's State Street SPDR S&P Dividend ETF position peaked at $437K in Q2 2014.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2014.

Based on Horizon Investment Services's 13F filing for Q3 2014, filed 17 Nov 2014.