Sanders Morris Harris’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sanders Morris Harris’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
2016 Q2	–	Sell	-8,252	Closed	-$659K	–	314
2016 Q1	$659K	Buy	+8,252	New	+$611K	0.11%	167

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JIC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sanders Morris Harris's SDY Position: Q2 2016 in Review

Sanders Morris Harris sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2016, closing a stake of 8,252 shares — an estimated $659K sold.

Sanders Morris Harris first reported a position in SDY in Q1 2016 and held it in 1 quarter. The position peaked at $659K in Q1 2016. 499 funds tracked by Wall St. Rank hold SDY as of Q2 2016.

Sanders Morris Harris reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2016 after selling out during the quarter.
Sanders Morris Harris sold 8,252 State Street SPDR S&P Dividend ETF shares in Q2 2016, an estimated $659K.
Sanders Morris Harris first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 1 quarter.
Sanders Morris Harris's State Street SPDR S&P Dividend ETF position peaked at $659K in Q1 2016.
499 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.