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Perigon Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Perigon Wealth Management’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
2017
Q4 		– Sell
-57
Closed -$3K – 646
2017
Q3 		$3K Buy
+57
New +$2.73K ﹤0.01% 587

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KF
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AA
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Perigon Wealth Management's MDYG Position: Q4 2017 in Review

Perigon Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2017, closing a stake of 57 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in MDYG in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 145 funds tracked by Wall St. Rank hold MDYG as of Q4 2017.

  • Perigon Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 57 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2017, an estimated $3K.
  • Perigon Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and held it in 1 quarter.
  • Perigon Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.