Ironwood Financial’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Ironwood Financial’s Portfolio SLYG Stock Details SLYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-12	Closed	-$1K	–	278
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	268
2016 Q1	$1K	Buy	+12	New	+$486	﹤0.01%	273
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	355
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	316
2015 Q1	$1K	Buy	+12	New	+$545	﹤0.01%	307

Other funds holding SLYG

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

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Ironwood Financial's SLYG Position: Q3 2016 in Review

Ironwood Financial sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2016, closing a stake of 12 shares — an estimated $1K sold.

Ironwood Financial first reported a position in SLYG in Q1 2015 and held it in 5 quarters. The position peaked at $1K in Q2 2016. 91 funds tracked by Wall St. Rank hold SLYG as of Q3 2016.

Ironwood Financial reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2016 after selling out during the quarter.
Ironwood Financial sold 12 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2016, an estimated $1K.
Ironwood Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2015 and held it in 5 quarters.
Ironwood Financial's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1K in Q2 2016.
91 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2016.

Based on Ironwood Financial's 13F filing for Q3 2016, filed 3 Nov 2016.