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

Twin Focus Capital Partners’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
2020 Q1	–	Sell	-696	Closed	-$261K	–	195
2019 Q4	$261K	Buy	696 +91	+15%	+$32.9K	0.08%	161
2019 Q3	$213K	Buy	+605	New	+$212K	0.08%	145
2014 Q4	–	Sell	-842	Closed	-$210K	–	123
2014 Q3	$210K	Hold	842	–	–	0.21%	87
2014 Q2	$219K	Hold	842	–	–	0.25%	76
2014 Q1	$211K	Hold	842	–	–	0.25%	69
2013 Q4	$206K	Buy	+842	New	+$198K	0.2%	75

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin Focus Capital Partners's MDY Position: Q1 2020 in Review

Twin Focus Capital Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 696 shares — an estimated $261K sold.

Twin Focus Capital Partners first reported a position in MDY in Q4 2013 and held it in 6 quarters. The position peaked at $261K in Q4 2019. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Twin Focus Capital Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
Twin Focus Capital Partners sold 696 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $261K.
Twin Focus Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 6 quarters.
Twin Focus Capital Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $261K in Q4 2019.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Twin Focus Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.