Laidlaw Group’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Laidlaw Group’s Portfolio INY Stock Details INY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$790K	Buy	34,350 +150	+0.4%	+$3.47K	0.38%	46
2015 Q1	$807K	Buy	34,200 +1,130	+3%	+$26.7K	0.38%	45
2014 Q4	$783K	Buy	33,070 +225	+0.7%	+$5.25K	0.37%	47
2014 Q3	$763K	Hold	32,845	–	–	0.38%	48
2014 Q2	$750K	Hold	32,845	–	–	0.37%	47
2014 Q1	$740K	Hold	32,845	–	–	0.39%	47
2013 Q4	$711K	Sell	32,845 -4,560	-12%	-$102K	0.38%	51
2013 Q3	$843K	Hold	37,405	–	–	0.48%	47
2013 Q2	$851K	Buy	+37,405	New	+$882K	0.48%	46

Other funds holding INY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Laidlaw Group's INY Position: Q2 2015 in Review

Laidlaw Group increased its SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) stake by 0.44% in Q2 2015, buying an estimated $3.47K and bringing the position to 34,350 shares worth $790K. The position accounts for 0.38% of the portfolio, ranked #46.

Laidlaw Group first reported a position in INY in Q2 2013 and has held it in 9 quarters since. The position peaked at $851K in Q2 2013. 20 funds tracked by Wall St. Rank hold INY as of Q2 2015.

Laidlaw Group held 34,350 shares of SPDR NUVEEN BARCLAYS N Y MUN BD ETF worth $790K as of Q2 2015.
Laidlaw Group bought 150 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q2 2015, an estimated $3.47K.
SPDR NUVEEN BARCLAYS N Y MUN BD ETF made up 0.38% of Laidlaw Group's portfolio in Q2 2015, its #46 holding.
Laidlaw Group first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q2 2013 and has held it in 9 quarters since.
Laidlaw Group's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $851K in Q2 2013.
20 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q2 2015.

Based on Laidlaw Group's 13F filing for Q2 2015, filed 31 Jul 2015.