ICAS
SLY

Investors Capital Advisory Services’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Investors Capital Advisory Services’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
2014
Q1 		– Sell
-7,780
Closed -$399K – 717
2013
Q4 		$399K Buy
7,780
+1,746
+29% +$87.5K 0.09% 315
2013
Q3 		$289K Buy
+6,034
New +$280K 0.07% 362

Other funds holding SLY

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investors Capital Advisory Services's SLY Position: Q1 2014 in Review

Investors Capital Advisory Services sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2014, closing a stake of 7,780 shares — an estimated $399K sold.

Investors Capital Advisory Services first reported a position in SLY in Q3 2013 and held it in 2 quarters. The position peaked at $399K in Q4 2013. 44 funds tracked by Wall St. Rank hold SLY as of Q1 2014.

  • Investors Capital Advisory Services reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2014 after selling out during the quarter.
  • Investors Capital Advisory Services sold 7,780 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2014, an estimated $399K.
  • Investors Capital Advisory Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2013 and held it in 2 quarters.
  • Investors Capital Advisory Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $399K in Q4 2013.
  • 44 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 2014.

Based on Investors Capital Advisory Services's 13F filing for Q1 2014, filed 15 Apr 2014.