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Taylor Frigon Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Taylor Frigon Capital Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15
Closed -$4K – 93
2015
Q3 		$4K Buy
+15
New +$3.97K ﹤0.01% 76

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Taylor Frigon Capital Management's MDY Position: Q4 2015 in Review

Taylor Frigon Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2015, closing a stake of 15 shares — an estimated $4K sold.

Taylor Frigon Capital Management first reported a position in MDY in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

  • Taylor Frigon Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2015 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $4K.
  • Taylor Frigon Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2015 and held it in 1 quarter.
  • Taylor Frigon Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4K in Q3 2015.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Taylor Frigon Capital Management's 13F filing for Q4 2015, filed 27 Jan 2016.