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Mountain Capital Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mountain Capital Investment Advisors’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20
Closed -$7K – 263
2017
Q3 		$7K Hold
20
– – 0.01% 318
2017
Q2 		$6K Buy
+20
New +$6.3K 0.01% 359

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mountain Capital Investment Advisors's MDY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2017, closing a stake of 20 shares — an estimated $7K sold.

Mountain Capital Investment Advisors first reported a position in MDY in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 812 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2017, an estimated $7K.
  • Mountain Capital Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7K in Q3 2017.
  • 812 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.