New England Securities’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

New England Securities’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-2,574	Closed	-$97K	–	1691
2014 Q3	$97K	Buy	2,574 +6	+0.2%	+$230	0.03%	434
2014 Q2	$100K	Sell	2,568 -1,095	-30%	-$41K	0.03%	444
2014 Q1	$139K	Buy	3,663 +1,530	+72%	+$57.1K	0.05%	328
2013 Q4	$80K	Sell	2,133 -2,100	-50%	-$75.1K	0.03%	444
2013 Q3	$146K	Buy	+4,233	New	+$143K	0.07%	278

Other funds holding MDYG

Chartist Inc Seal Beach, California $139M AUM

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

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

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

New England Securities's MDYG Position: Q4 2014 in Review

New England Securities sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2014, closing a stake of 2,574 shares — an estimated $97K sold.

New England Securities first reported a position in MDYG in Q3 2013 and held it in 5 quarters. The position peaked at $146K in Q3 2013. 44 funds tracked by Wall St. Rank hold MDYG as of Q4 2014.

New England Securities reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
New England Securities sold 2,574 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2014, an estimated $97K.
New England Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2013 and held it in 5 quarters.
New England Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $146K in Q3 2013.
44 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.