SHJ
MDYG icon

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

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NFG
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KF
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FMP
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RJA
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Stifel Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return