WealthSource Partners’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

WealthSource Partners’s Portfolio SYG Stock Details SYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,424	Closed	-$267K	–	306
2016 Q2	$267K	Buy	4,424 +475	+12%	+$28.6K	0.1%	188
2016 Q1	$237K	Buy	+3,949	New	+$224K	0.1%	194

Other funds holding SYG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners's SYG Position: Q3 2016 in Review

WealthSource Partners sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q3 2016, closing a stake of 4,424 shares — an estimated $267K sold.

WealthSource Partners first reported a position in SYG in Q1 2016 and held it in 2 quarters. The position peaked at $267K in Q2 2016. 8 funds tracked by Wall St. Rank hold SYG as of Q3 2016.

WealthSource Partners reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q3 2016 after selling out during the quarter.
WealthSource Partners sold 4,424 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q3 2016, an estimated $267K.
WealthSource Partners first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q1 2016 and held it in 2 quarters.
WealthSource Partners's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $267K in Q2 2016.
8 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q3 2016.

Based on WealthSource Partners's 13F filing for Q3 2016, filed 2 Nov 2016.