NWQ Investment Management Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NWQ Investment Management Company’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 Q2	–	Sell	-689	Closed	-$238K	–	152
2019 Q1	$238K	Sell	689 -11,061	-94%	-$3.72M	0.01%	141
2018 Q4	$3.56M	Buy	+11,750	New	+$3.91M	0.08%	133
2018 Q3	–	Sell	-112,700	Closed	-$40M	–	163
2018 Q2	$40M	Buy	+112,700	New	+$39.6M	0.72%	63
2016 Q1	–	Sell	-4,907	Closed	-$1.25M	–	153
2015 Q4	$1.25M	Buy	+4,907	New	+$1.28M	0.02%	144
2015 Q1	–	Sell	-3,291	Closed	-$868K	–	169
2014 Q4	$868K	Buy	+3,291	New	+$843K	0.01%	165
2014 Q1	–	Sell	-1,551	Closed	-$379K	–	171
2013 Q4	$379K	Buy	+1,551	New	+$365K	﹤0.01%	158

Other funds holding MDY

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NWQ Investment Management Company's MDY Position: Q2 2019 in Review

NWQ Investment Management Company sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2019, closing a stake of 689 shares — an estimated $238K sold.

NWQ Investment Management Company first reported a position in MDY in Q4 2013 and held it in 6 quarters. The position peaked at $40M in Q2 2018. 856 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

NWQ Investment Management Company reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2019 after selling out during the quarter.
NWQ Investment Management Company sold 689 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2019, an estimated $238K.
NWQ Investment Management Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 6 quarters.
NWQ Investment Management Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $40M in Q2 2018.
856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on NWQ Investment Management Company's 13F filing for Q2 2019, filed 14 Aug 2019.