SHJ
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Sharkey, Howes & Javer’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Sharkey, Howes & Javer’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
2015
Q4 		– Sell
-210
Closed -$8K – 263
2015
Q3 		$8K Hold
210
– – 0.01% 184
2015
Q2 		$9K Hold
210
– – 0.01% 162
2015
Q1 		$9K Buy
+210
New +$8.56K 0.01% 178

Other funds holding MDYG

CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Sharkey, Howes & Javer's MDYG Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2015, closing a stake of 210 shares — an estimated $8K sold.

Sharkey, Howes & Javer first reported a position in MDYG in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 68 funds tracked by Wall St. Rank hold MDYG as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 210 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2015, an estimated $8K.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9K in Q2 2015.
  • 68 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.