Kernodle & Katon Asset Management Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kernodle & Katon Asset Management Group’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 Q4	–	Sell	-280	Closed	-$13K	–	323
2016 Q3	$13K	Hold	280	–	–	0.01%	242
2016 Q2	$12K	Hold	280	–	–	0.01%	209
2016 Q1	$12K	Hold	280	–	–	0.01%	205
2015 Q4	$12K	Buy	+280	New	+$12.8K	0.01%	201

Other funds holding SLYG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDIA

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

FWP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SLYG Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2016, closing a stake of 280 shares — an estimated $13K sold.

Kernodle & Katon Asset Management Group first reported a position in SLYG in Q4 2015 and held it in 4 quarters. The position peaked at $13K in Q3 2016. 100 funds tracked by Wall St. Rank hold SLYG as of Q4 2016.

Kernodle & Katon Asset Management Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 280 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2016, an estimated $13K.
Kernodle & Katon Asset Management Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2015 and held it in 4 quarters.
Kernodle & Katon Asset Management Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $13K in Q3 2016.
100 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.