Mosaic Family Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mosaic Family Wealth’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-875	Closed	-$81K	–	676
2018 Q2	$81K	Buy	+875	New	+$80.6K	0.03%	245
2017 Q1	–	Sell	-619	Closed	-$53K	–	746
2016 Q4	$53K	Hold	619	–	–	0.02%	312
2016 Q3	$52K	Buy	+619	New	+$52.8K	0.02%	324

Other funds holding SDY

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mosaic Family Wealth's SDY Position: Q3 2018 in Review

Mosaic Family Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2018, closing a stake of 875 shares — an estimated $81K sold.

Mosaic Family Wealth first reported a position in SDY in Q3 2016 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

Mosaic Family Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 875 State Street SPDR S&P Dividend ETF shares in Q3 2018, an estimated $81K.
Mosaic Family Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and held it in 3 quarters.
Mosaic Family Wealth's State Street SPDR S&P Dividend ETF position peaked at $81K in Q2 2018.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.