Rockefeller Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Rockefeller Financial Services’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 Q4	$1.14M	Hold	3,300	–	–	0.02%	222
2017 Q3	$1.08M	Buy	+3,300	New	+$1.05M	0.02%	203
2017 Q1	–	Sell	-160	Closed	-$48K	–	485
2016 Q4	$48K	Buy	+160	New	+$46.3K	﹤0.01%	421
2015 Q1	–	Sell	-72	Closed	-$19K	–	531
2014 Q4	$19K	Buy	+72	New	+$18.4K	﹤0.01%	433
2014 Q3	–	Sell	-72	Closed	-$19K	–	550
2014 Q2	$19K	Hold	72	–	–	﹤0.01%	472
2014 Q1	$18K	Hold	72	–	–	﹤0.01%	462
2013 Q4	$18K	Hold	72	–	–	﹤0.01%	442
2013 Q3	$16K	Hold	72	–	–	﹤0.01%	455
2013 Q2	$15K	Buy	+72	New	+$15.2K	﹤0.01%	453

Other funds holding MDY

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rockefeller Financial Services's MDY Position: Q4 2017 in Review

Rockefeller Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2017 at 3,300 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #222.

Rockefeller Financial Services first reported a position in MDY in Q2 2013 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

Rockefeller Financial Services held 3,300 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.14M as of Q4 2017.
Rockefeller Financial Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2017.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #222 holding.
Rockefeller Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 9 quarters since.
811 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.