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Nelson Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Nelson Capital Management’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
2019
Q3 		– Sell
-236
Closed -$84K – 335
2019
Q2 		$84K Buy
+236
New +$82.5K 0.02% 122

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Nelson Capital Management's MDY Position: Q3 2019 in Review

Nelson Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 236 shares — an estimated $84K sold.

Nelson Capital Management first reported a position in MDY in Q2 2019 and held it in 1 quarter. The position peaked at $84K in Q2 2019. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

  • Nelson Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2019 after selling out during the quarter.
  • Nelson Capital Management sold 236 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $84K.
  • Nelson Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and held it in 1 quarter.
  • Nelson Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $84K in Q2 2019.
  • 848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.