Joel Isaacson & Co’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-1,200	Closed	-$62K	–	474
2016 Q4	$62K	Hold	1,200	–	–	0.01%	274
2016 Q3	$57K	Hold	1,200	–	–	0.01%	303
2016 Q2	$54K	Sell	1,200 -800	-40%	-$35K	0.01%	314
2016 Q1	$86K	Hold	2,000	–	–	0.02%	257
2015 Q4	$86K	Sell	2,000 -1,400	-41%	-$64K	0.02%	251
2015 Q3	$148K	Hold	3,400	–	–	0.04%	184
2015 Q2	$162K	Sell	3,400 -600	-15%	-$28.4K	0.04%	195
2015 Q1	$189K	Hold	4,000	–	–	0.05%	176
2014 Q4	$178K	Hold	4,000	–	–	0.05%	163
2014 Q3	$170K	Hold	4,000	–	–	0.05%	141
2014 Q2	$181K	Hold	4,000	–	–	0.06%	137
2014 Q1	$179K	Buy	+4,000	New	+$177K	0.06%	131

Other funds holding SLYG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return