QIM
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Quest Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Quest Investment Management’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
2020
Q1 		– Sell
-42,663
Closed -$4.59M – 108
2019
Q4 		$4.59M Buy
42,663
+2,808
+7% +$295K 0.53% 46
2019
Q3 		$4.09M Buy
39,855
+25
+0.1% +$2.52K 0.51% 47
2019
Q2 		$4.02M Sell
39,830
-886
-2% -$88.6K 0.5% 46
2019
Q1 		$4.05M Buy
40,716
+12,394
+44% +$1.19M 0.53% 42
2018
Q4 		$2.54M Buy
28,322
+1,703
+6% +$161K 0.39% 50
2018
Q3 		$2.61M Buy
26,619
+731
+3% +$70.8K 0.36% 59
2018
Q2 		$2.4M Sell
25,888
-3,582
-12% -$330K 0.36% 63
2018
Q1 		$2.69M Sell
29,470
-28,879
-49% -$2.7M 0.41% 56
2017
Q4 		$5.51M Buy
58,349
+4,747
+9% +$445K 0.81% 42
2017
Q3 		$4.89M Buy
53,602
+19,830
+59% +$1.78M 0.63% 56
2017
Q2 		$3M Sell
33,772
-3,693
-10% -$327K 0.4% 64
2017
Q1 		$3.3M Buy
37,465
+6,877
+22% +$601K 0.45% 61
2016
Q4 		$2.62M Buy
30,588
+4,188
+16% +$352K 0.33% 60
2016
Q3 		$2.23M Buy
26,400
+935
+4% +$79.7K 0.29% 69
2016
Q2 		$2.14M Sell
25,465
-1,754
-6% -$143K 0.29% 71
2016
Q1 		$2.18M Buy
27,219
+1,225
+5% +$90.8K 0.3% 67
2015
Q4 		$1.91M Buy
25,994
+924
+4% +$70.4K 0.26% 69
2015
Q3 		$1.81M Buy
25,070
+5,035
+25% +$379K 0.25% 72
2015
Q2 		$1.53M Hold
20,035
– – 0.22% 78
2015
Q1 		$1.57M Sell
20,035
-2,615
-12% -$205K 0.21% 88
2014
Q4 		$1.78M Buy
22,650
+6,035
+36% +$472K 0.21% 88
2014
Q3 		$1.25M Hold
16,615
– – 0.13% 96
2014
Q2 		$1.27M Buy
16,615
+9,230
+125% +$691K 0.13% 97
2014
Q1 		$543K Buy
7,385
+1,555
+27% +$112K 0.05% 125
2013
Q4 		$423K Buy
+5,830
New +$419K 0.04% 153

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quest Investment Management's SDY Position: Q1 2020 in Review

Quest Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 42,663 shares — an estimated $4.59M sold.

Quest Investment Management first reported a position in SDY in Q4 2013 and held it in 25 quarters. The position peaked at $5.51M in Q4 2017. 785 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

  • Quest Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Quest Investment Management sold 42,663 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $4.59M.
  • Quest Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 25 quarters.
  • Quest Investment Management's State Street SPDR S&P Dividend ETF position peaked at $5.51M in Q4 2017.
  • 785 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Quest Investment Management's 13F filing for Q1 2020, filed 15 May 2020.