West Coast Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

West Coast Financial’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
2019 Q2	–	Sell	-1,752	Closed	-$605K	–	114
2019 Q1	$605K	Sell	1,752 -528	-23%	-$178K	0.14%	77
2018 Q4	$690K	Buy	+2,280	New	+$759K	0.2%	73

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

West Coast Financial's MDY Position: Q2 2019 in Review

West Coast Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2019, closing a stake of 1,752 shares — an estimated $605K sold.

West Coast Financial first reported a position in MDY in Q4 2018 and held it in 2 quarters. The position peaked at $690K in Q4 2018. 856 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

West Coast Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2019 after selling out during the quarter.
West Coast Financial sold 1,752 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2019, an estimated $605K.
West Coast Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 2 quarters.
West Coast Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $690K in Q4 2018.
856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on West Coast Financial's 13F filing for Q2 2019, filed 16 Jul 2019.