Ledyard National Bank’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ledyard National Bank’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,080	Closed	-$58K	–	569
2018 Q4	$58K	Sell	1,080 -880	-45%	-$53.4K	0.01%	394
2018 Q3	$134K	Buy	1,960 +1,140	+139%	+$78.8K	0.02%	325
2018 Q2	$55K	Buy	+820	New	+$53.6K	0.01%	419
2015 Q2	–	Sell	-48	Closed	-$3K	–	726
2015 Q1	$3K	Sell	48 -48	-50%	-$2.51K	﹤0.01%	665
2014 Q4	$5K	Hold	96	–	–	﹤0.01%	621
2014 Q3	$5K	Buy	+96	New	+$5.16K	﹤0.01%	587

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Ledyard National Bank's SLYV Position: Q1 2019 in Review

Ledyard National Bank sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2019, closing a stake of 1,080 shares — an estimated $58K sold.

Ledyard National Bank first reported a position in SLYV in Q3 2014 and held it in 6 quarters. The position peaked at $134K in Q3 2018. 264 funds tracked by Wall St. Rank hold SLYV as of Q1 2019.

Ledyard National Bank reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 1,080 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2019, an estimated $58K.
Ledyard National Bank first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2014 and held it in 6 quarters.
Ledyard National Bank's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $134K in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.