Norris Perne & French’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Norris Perne & French’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 Q1	–	Sell	-2,683	Closed	-$253K	–	154
2017 Q4	$253K	Buy	2,683 +183	+7%	+$17.1K	0.04%	133
2017 Q3	$228K	Hold	2,500	–	–	0.04%	141
2017 Q2	$222K	Sell	2,500 -210	-8%	-$18.6K	0.04%	144
2017 Q1	$239K	Buy	+2,710	New	+$237K	0.04%	138

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JIC

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

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

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

Norris Perne & French's SDY Position: Q1 2018 in Review

Norris Perne & French sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 2,683 shares — an estimated $253K sold.

Norris Perne & French first reported a position in SDY in Q1 2017 and held it in 4 quarters. The position peaked at $253K in Q4 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Norris Perne & French reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
Norris Perne & French sold 2,683 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $253K.
Norris Perne & French first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 4 quarters.
Norris Perne & French's State Street SPDR S&P Dividend ETF position peaked at $253K in Q4 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Norris Perne & French's 13F filing for Q1 2018, filed 17 Apr 2018.