Simplicity Solutions’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Simplicity Solutions’s Portfolio SYG Stock Details SYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-57,842	Closed	-$4.71M	–	882
2019 Q3	$4.71M	Buy	+57,842	New	+$4.84M	0.19%	88

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

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

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Simplicity Solutions's SYG Position: Q4 2019 in Review

Simplicity Solutions sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q4 2019, closing a stake of 57,842 shares — an estimated $4.71M sold.

Simplicity Solutions first reported a position in SYG in Q3 2019 and held it in 1 quarter. The position peaked at $4.71M in Q3 2019. 17 funds tracked by Wall St. Rank hold SYG as of Q4 2019.

Simplicity Solutions reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
Simplicity Solutions sold 57,842 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $4.71M.
Simplicity Solutions first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q3 2019 and held it in 1 quarter.
Simplicity Solutions's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $4.71M in Q3 2019.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.