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

SeaBridge Investment 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
2014
Q3 		– Sell
-100
Closed -$26K – 226
2014
Q2 		$26K Buy
+100
New +$25K 0.01% 184

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Veritable
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

SeaBridge Investment Advisors's MDY Position: Q3 2014 in Review

SeaBridge Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2014, closing a stake of 100 shares — an estimated $26K sold.

SeaBridge Investment Advisors first reported a position in MDY in Q2 2014 and held it in 1 quarter. The position peaked at $26K in Q2 2014. 507 funds tracked by Wall St. Rank hold MDY as of Q3 2014.

  • SeaBridge Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2014 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2014, an estimated $26K.
  • SeaBridge Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and held it in 1 quarter.
  • SeaBridge Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $26K in Q2 2014.
  • 507 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2014.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.