Mountain Capital Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Mountain Capital Investment Advisors’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
2019 Q4	–	Sell	-64,728	Closed	-$3.86M	–	57
2019 Q3	$3.86M	Sell	64,728 -381	-0.6%	-$23K	3.41%	8
2019 Q2	$3.9M	Buy	65,109 +4,800	+8%	+$289K	3.66%	7
2019 Q1	$3.6M	Buy	60,309 +4,732	+9%	+$280K	3.87%	7
2018 Q4	$3M	Buy	55,577 +182	+0.3%	+$10.8K	4.17%	6
2018 Q3	$3.74M	Sell	55,395 -40,274	-42%	-$2.71M	3.62%	7
2018 Q2	$6.05M	Buy	95,669 +1,461	+2%	+$89.7K	5.9%	4
2018 Q1	$5.48M	Sell	94,208 -10,796	-10%	-$629K	5.94%	5
2017 Q4	$5.97M	Sell	105,004 -2,308	-2%	-$133K	5.76%	4
2017 Q3	$6.11M	Sell	107,312 -18,240	-15%	-$987K	5.43%	5
2017 Q2	$6.79M	Buy	+125,552	New	+$6.7M	6.65%	5

Other funds holding SLYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

FWP

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

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

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

CDIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Mountain Capital Investment Advisors's SLYG Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 64,728 shares — an estimated $3.86M sold.

Mountain Capital Investment Advisors first reported a position in SLYG in Q2 2017 and held it in 10 quarters. The position peaked at $6.79M in Q2 2017. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 64,728 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $3.86M.
Mountain Capital Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $6.79M in Q2 2017.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.