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Pring Turner Capital Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pring Turner Capital 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
2014
Q1 		– Sell
-250
Closed -$18K – 151
2013
Q4 		$18K Buy
+250
New +$18K 0.02% 147

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pring Turner Capital Group's SDY Position: Q1 2014 in Review

Pring Turner Capital Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2014, closing a stake of 250 shares — an estimated $18K sold.

Pring Turner Capital Group first reported a position in SDY in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 386 funds tracked by Wall St. Rank hold SDY as of Q1 2014.

  • Pring Turner Capital Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2014 after selling out during the quarter.
  • Pring Turner Capital Group sold 250 State Street SPDR S&P Dividend ETF shares in Q1 2014, an estimated $18K.
  • Pring Turner Capital Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 1 quarter.
  • Pring Turner Capital Group's State Street SPDR S&P Dividend ETF position peaked at $18K in Q4 2013.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2014.

Based on Pring Turner Capital Group's 13F filing for Q1 2014, filed 14 May 2014.