IPG Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

IPG Investment Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,002	Closed	-$368K	–	169
2018 Q3	$368K	Hold	1,002	–	–	0.12%	110
2018 Q2	$356K	Hold	1,002	–	–	0.12%	100
2018 Q1	$342K	Hold	1,002	–	–	0.11%	98
2017 Q4	$346K	Hold	1,002	–	–	0.14%	89
2017 Q3	$327K	Buy	+1,002	New	+$318K	0.11%	94

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IPG Investment Advisors's MDY Position: Q4 2018 in Review

IPG Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 1,002 shares — an estimated $368K sold.

IPG Investment Advisors first reported a position in MDY in Q3 2017 and held it in 5 quarters. The position peaked at $368K in Q3 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

IPG Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
IPG Investment Advisors sold 1,002 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $368K.
IPG Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and held it in 5 quarters.
IPG Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $368K in Q3 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.