Shorepoint Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Shorepoint Capital Partners’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
2020 Q1	–	Sell	-1,897	Closed	-$204K	–	96
2019 Q4	$204K	Sell	1,897 -172	-8%	-$18.1K	0.12%	88
2019 Q3	$212K	Sell	2,069 -21,520	-91%	-$2.17M	0.13%	88
2019 Q2	$2.38M	Sell	23,589 -424	-2%	-$42.4K	1.36%	30
2019 Q1	$2.39M	Buy	+24,013	New	+$2.31M	1.35%	29

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

JIC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Shorepoint Capital Partners's SDY Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 1,897 shares — an estimated $204K sold.

Shorepoint Capital Partners first reported a position in SDY in Q1 2019 and held it in 4 quarters. The position peaked at $2.39M in Q1 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Shorepoint Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Shorepoint Capital Partners sold 1,897 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $204K.
Shorepoint Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 4 quarters.
Shorepoint Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $2.39M in Q1 2019.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.