TAM
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Trust Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Trust Asset 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
2014
Q4 		– Sell
-15,154
Closed -$3.95M – 102
2014
Q3 		$3.95M Hold
15,154
– – 2.73% 8
2014
Q2 		$3.95M Sell
15,154
-20
-0.1% -$5.01K 2.73% 8
2014
Q1 		$3.8M Buy
+15,174
New +$3.72M 2.71% 11

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V
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JP Morgan Chase
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LPL Financial
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US Bancorp
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Northern Trust
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PNC Financial Services Group
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KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return