Winslow Evans & Crocker’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Winslow Evans & Crocker’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-700	Closed	-$37.5K	–	1339
2015 Q1	$37.5K	Hold	700	–	–	0.01%	600
2014 Q4	$37K	Hold	700	–	–	0.01%	598
2014 Q3	$35.8K	Hold	700	–	–	0.01%	628
2014 Q2	$38.6K	Hold	700	–	–	0.01%	544
2014 Q1	$37.8K	Hold	700	–	–	0.01%	534
2013 Q4	$37K	Buy	+700	New	+$35.8K	0.01%	565

Other funds holding SLYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Winslow Evans & Crocker's SLYV Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2015, closing a stake of 700 shares — an estimated $37.5K sold.

Winslow Evans & Crocker first reported a position in SLYV in Q4 2013 and held it in 6 quarters. The position peaked at $38.6K in Q2 2014. 62 funds tracked by Wall St. Rank hold SLYV as of Q2 2015.

Winslow Evans & Crocker reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 700 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2015, an estimated $37.5K.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2013 and held it in 6 quarters.
Winslow Evans & Crocker's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $38.6K in Q2 2014.
62 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.