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Robertson Stephens Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Robertson Stephens 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
2017
Q3 		$213K Sell
651
-84
-11% -$26.7K 0.18% 63
2017
Q2 		$234K Hold
735
– – 0.21% 62
2017
Q1 		$230K Sell
735
-55
-7% -$17.1K 0.21% 78
2016
Q4 		$239K Buy
+790
New +$228K 0.14% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Robertson Stephens Advisors's MDY Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q3 2017, selling an estimated $26.7K and leaving 651 shares worth $213K. The position accounts for 0.18% of the portfolio, ranked #63.

Robertson Stephens Advisors first reported a position in MDY in Q4 2016 and has held it in 4 quarters since. The position peaked at $239K in Q4 2016. 697 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

  • Robertson Stephens Advisors held 651 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $213K as of Q3 2017.
  • Robertson Stephens Advisors sold 84 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $26.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Robertson Stephens Advisors's portfolio in Q3 2017, its #63 holding.
  • Robertson Stephens Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $239K in Q4 2016.
  • 697 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.