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

Trilogy Capital’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
2018
Q4 		– Sell
-8
Closed -$3K – 396
2018
Q3 		$3K Hold
8
– – ﹤0.01% 460
2018
Q2 		$3K Buy
+8
New +$2.81K ﹤0.01% 421

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Trilogy Capital's MDY Position: Q4 2018 in Review

Trilogy Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 8 shares — an estimated $3K sold.

Trilogy Capital first reported a position in MDY in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 846 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

  • Trilogy Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $3K.
  • Trilogy Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 2 quarters.
  • Trilogy Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3K in Q3 2018.
  • 846 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.