Princeton Portfolio Strategies Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Princeton Portfolio Strategies Group’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 Q3	–	Sell	-10,056	Closed	-$932K	–	161
2018 Q2	$932K	Buy	10,056 +785	+8%	+$72.3K	0.27%	86
2018 Q1	$846K	Buy	9,271 +883	+11%	+$82.5K	0.24%	96
2017 Q4	$792K	Buy	8,388 +5,217	+165%	+$489K	0.22%	104
2017 Q3	$290K	Buy	+3,171	New	+$284K	0.08%	151
2017 Q2	–	Sell	-3,893	Closed	-$343K	–	182
2017 Q1	$343K	Buy	+3,893	New	+$340K	0.1%	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

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

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

JIC

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

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

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

Princeton Portfolio Strategies Group's SDY Position: Q3 2018 in Review

Princeton Portfolio Strategies Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2018, closing a stake of 10,056 shares — an estimated $932K sold.

Princeton Portfolio Strategies Group first reported a position in SDY in Q1 2017 and held it in 5 quarters. The position peaked at $932K in Q2 2018. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

Princeton Portfolio Strategies Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2018 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 10,056 State Street SPDR S&P Dividend ETF shares in Q3 2018, an estimated $932K.
Princeton Portfolio Strategies Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 5 quarters.
Princeton Portfolio Strategies Group's State Street SPDR S&P Dividend ETF position peaked at $932K in Q2 2018.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2018, filed 6 Nov 2018.