VAM
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Visionary Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Visionary Asset Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4
Closed – – 297
2014
Q2 		$0 Buy
+4
New +$300 ﹤0.01% 423

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Visionary Asset Management's SDY Position: Q3 2014 in Review

Visionary Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2014, closing a stake of 4 shares.

Visionary Asset Management first reported a position in SDY in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 391 funds tracked by Wall St. Rank hold SDY as of Q3 2014.

  • Visionary Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 4 State Street SPDR S&P Dividend ETF shares in Q3 2014.
  • Visionary Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's State Street SPDR S&P Dividend ETF position peaked at $0 in Q2 2014.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.