Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-267
Closed -$10K 1270
2015
Q4
$10K Buy
+267
New +$10.7K ﹤0.01% 768
2015
Q3
Sell
-288
Closed -$12K 1350
2015
Q2
$12K Buy
+288
New +$12.1K ﹤0.01% 748

Other funds holding MDYG

Integrated Wealth Management (Palm Desert)'s MDYG Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2016, closing a stake of 267 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDYG in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2015. 65 funds tracked by Wall St. Rank hold MDYG as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 267 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $12K in Q2 2015.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.