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West Coast Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

West Coast Financial’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,196
Closed -$531K – 142
2017
Q2 		$531K Buy
+2,196
New +$526K 0.17% 77

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

West Coast Financial's SPY Position: Q3 2017 in Review

West Coast Financial sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2017, closing a stake of 2,196 shares — an estimated $531K sold.

West Coast Financial first reported a position in SPY in Q2 2017 and held it in 1 quarter. The position peaked at $531K in Q2 2017. 1,663 funds tracked by Wall St. Rank hold SPY as of Q3 2017.

  • West Coast Financial reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2017 after selling out during the quarter.
  • West Coast Financial sold 2,196 State Street SPDR S&P 500 ETF Trust shares in Q3 2017, an estimated $531K.
  • West Coast Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and held it in 1 quarter.
  • West Coast Financial's State Street SPDR S&P 500 ETF Trust position peaked at $531K in Q2 2017.
  • 1,663 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2017.

Based on West Coast Financial's 13F filing for Q3 2017, filed 2 Nov 2017.