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Pin Oak Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pin Oak Investment Advisors’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
2018
Q1 		– Sell
-100
Closed -$35K – 432
2017
Q4 		$35K Buy
+100
New +$33.7K 0.03% 225

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pin Oak Investment Advisors's MDY Position: Q1 2018 in Review

Pin Oak Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2018, closing a stake of 100 shares — an estimated $35K sold.

Pin Oak Investment Advisors first reported a position in MDY in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 813 funds tracked by Wall St. Rank hold MDY as of Q1 2018.

  • Pin Oak Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2018, an estimated $35K.
  • Pin Oak Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 1 quarter.
  • Pin Oak Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $35K in Q4 2017.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.