Shamrock Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Shamrock Asset Management’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-826	Closed	-$38K	–	243
2018 Q4	$38K	Sell	826 -43,304	-98%	-$2.18M	0.06%	113
2018 Q3	$2.47M	Sell	44,130 -4,174	-9%	-$233K	1.56%	14
2018 Q2	$2.61M	Sell	48,304 -209	-0.4%	-$11.2K	1.59%	15
2018 Q1	$2.62M	Sell	48,513 -3,168	-6%	-$168K	1.56%	15
2017 Q4	$2.68M	Buy	+51,681	New	+$2.64M	1.59%	14

Other funds holding MDYG

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Shamrock Asset Management's MDYG Position: Q1 2019 in Review

Shamrock Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2019, closing a stake of 826 shares — an estimated $38K sold.

Shamrock Asset Management first reported a position in MDYG in Q4 2017 and held it in 5 quarters. The position peaked at $2.68M in Q4 2017. 190 funds tracked by Wall St. Rank hold MDYG as of Q1 2019.

Shamrock Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Shamrock Asset Management sold 826 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2019, an estimated $38K.
Shamrock Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 5 quarters.
Shamrock Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.68M in Q4 2017.
190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2019.

Based on Shamrock Asset Management's 13F filing for Q1 2019, filed 1 May 2019.