Pinnacle Associates’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Pinnacle Associates’s Portfolio SLYG Stock Details SLYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,422	Closed	-$264K	–	735
2019 Q3	$264K	Sell	4,422 -688	-13%	-$41.5K	0.01%	625
2019 Q2	$311K	Buy	5,110 +795	+18%	+$47.8K	0.01%	596
2019 Q1	$258K	Sell	4,315 -1,563	-27%	-$92.4K	0.01%	623
2018 Q4	$317K	Buy	+5,878	New	+$350K	0.01%	573

Other funds holding SLYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinnacle Associates's SLYG Position: Q4 2019 in Review

Pinnacle Associates sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 4,422 shares — an estimated $264K sold.

Pinnacle Associates first reported a position in SLYG in Q4 2018 and held it in 4 quarters. The position peaked at $317K in Q4 2018. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Pinnacle Associates reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Pinnacle Associates sold 4,422 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $264K.
Pinnacle Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 4 quarters.
Pinnacle Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $317K in Q4 2018.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Pinnacle Associates's 13F filing for Q4 2019, filed 3 Feb 2020.